OPCM
Osborne Partners Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,443
| Closed | -$473K | – | 207 |
|
|
2022
Q1 | $473K | Hold |
8,443
| – | – | 0.03% | 145 |
|
|
2021
Q4 | $506K | Hold |
8,443
| – | – | 0.04% | 149 |
|
|
2021
Q3 | $485K | Hold |
8,443
| – | – | 0.04% | 144 |
|
|
2021
Q2 | $493K | Buy |
+8,443
| New | +$493K | 0.04% | 149 |
|