Perigon Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Perigon Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$593K	Buy
2025 Q2	$551K	Buy
2025 Q1	$508K	Buy
2024 Q4	$567K	Buy
2023 Q4	–	Sell
2023 Q3	$207K	Sell
2023 Q2	$253K	Buy