Perigon Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
8,652
+155
| +2% | +$9.88K | 0.01% | 642 |
|
|
2025
Q1 | $508K | Buy |
8,497
+4
| +0% | +$239 | 0.01% | 633 |
|
|
2024
Q4 | $567K | Buy |
+8,493
| New | +$567K | 0.01% | 601 |
|
|
2023
Q4 | – | Sell |
-3,947
| Closed | -$207K | – | 839 |
|
|
2023
Q3 | $207K | Sell |
3,947
-672
| -15% | -$35.3K | 0.01% | 724 |
|
|
2023
Q2 | $253K | Buy |
+4,619
| New | +$253K | 0.01% | 670 |
|