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Plante Moran Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Plante Moran Financial Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Buy
3,116
+2,865
+1,141% +$210K 0.01% 152
2025
Q4 		$17.5K Hold
251
– – ﹤0.01% 469
2025
Q3 		$17.2K Hold
251
– – ﹤0.01% 489
2025
Q2 		$16K Hold
251
– – ﹤0.01% 503
2025
Q1 		$15K Buy
+251
New +$16.1K ﹤0.01% 517
2023
Q4 		– Hold
0
– – – 837
2023
Q3 		– Hold
0
– – – 791
2023
Q2 		– Sell
-220
Closed -$11.6K – 817
2023
Q1 		$11.6K Buy
+220
New +$11.9K ﹤0.01% 540

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