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Prism Planning Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Prism Planning Partners’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 		$489K Sell
6,875
-419
-6% -$30.8K 0.58% 20
2025
Q4 		$508K Buy
+7,294
New +$503K 0.57% 24

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