Prevail Innovative Wealth 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
$1.84M Sell
2025
Q2
$1.83M Buy
2025
Q1
$1.46M Buy
2024
Q4
$1.21M Buy
2024
Q3
$947K Buy
2024
Q2
$847K Buy
2024
Q1
$770K Buy
2023
Q4
$668K Buy
2023
Q3
$553K Buy