Principal Securities’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 | $65.6K | Buy |
1,029
+644
| +167% | +$41K | ﹤0.01% | 1744 |
|
2025
Q1 | $25.1K | Hold |
385
| – | – | ﹤0.01% | 2092 |
|
2024
Q4 | $25.1K | Buy |
385
+246
| +177% | +$16K | ﹤0.01% | 2087 |
|
2024
Q3 | $9.02K | Sell |
139
-5
| -3% | -$324 | ﹤0.01% | 2477 |
|
2024
Q2 | $8.65K | Hold |
144
| – | – | ﹤0.01% | 2462 |
|
2024
Q1 | $8.98K | Sell |
144
-50
| -26% | -$3.12K | ﹤0.01% | 2381 |
|
2023
Q4 | $11.6K | Buy |
+194
| New | +$11.6K | ﹤0.01% | 2164 |
|