Pinnacle Financial Group’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 | $7.05M | Sell |
110,610
-3,612
| -3% | -$230K | 2.36% | 11 |
|
|
2025
Q1 | $6.82M | Buy |
114,222
+9,000
| +9% | +$538K | 2.48% | 11 |
|
|
2024
Q4 | $6.85M | Sell |
105,222
-1,135
| -1% | -$73.9K | 2.68% | 11 |
|
|
2024
Q3 | $6.9M | Sell |
106,357
-2,425
| -2% | -$157K | 2.7% | 11 |
|
|
2024
Q2 | $6.54M | Buy |
108,782
+114
| +0.1% | +$6.85K | 2.79% | 12 |
|
|
2024
Q1 | $6.77M | Buy |
108,668
+9,916
| +10% | +$618K | 2.98% | 11 |
|
|
2023
Q4 | $5.89M | Buy |
98,752
+1,252
| +1% | +$74.6K | 3.02% | 11 |
|
|
2023
Q3 | $5.12M | Buy |
97,500
+3,690
| +4% | +$194K | 3.05% | 10 |
|
|
2023
Q2 | $5.14M | Buy |
93,810
+5,577
| +6% | +$306K | 2.92% | 12 |
|
|
2023
Q1 | $4.65M | Buy |
88,233
+50,424
| +133% | +$2.66M | 2.78% | 12 |
|
|
2022
Q4 | $1.93M | Buy |
37,809
+21,892
| +138% | +$1.12M | 1.37% | 21 |
|
|
2022
Q3 | $741K | Buy |
+15,917
| New | +$741K | 0.64% | 26 |
|