Porter White Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $757K | Sell |
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|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $723K | Hold |
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|
2024
Q3 | $721K | Sell |
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|
2024
Q2 | $839K | Hold |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $833K | Hold |
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|
2023
Q3 | $733K | Hold |
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|
2023
Q2 | $765K | Buy |
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|
2023
Q1 | $731K | Hold |
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|
2022
Q4 | $710K | Buy |
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