PBMares Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
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|
2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $13.6M | Buy |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $8.01M | Sell |
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|
2024
Q1 | $8.32M | Buy |
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|
2023
Q4 | $7.72M | Buy |
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|
2023
Q3 | $5.52M | Buy |
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|
2023
Q2 | $5.65M | Sell |
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|
2023
Q1 | $5.45M | Sell |
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|
2022
Q4 | $5.3M | Sell |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $5.33M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.56M | Buy |
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|
2021
Q3 | $5.82M | Sell |
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|
2021
Q2 | $5.93M | Buy |
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