Plante Moran Financial Advisors’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 | $16K | Hold |
251
| – | – | ﹤0.01% | 503 |
|
|
2025
Q1 | $15K | Buy |
+251
| New | +$15K | ﹤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 | +$11.6K | ﹤0.01% | 540 |
|