Provenance 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
Q2
$136K Hold
2025
Q1
$127K Hold
2024
Q4
$139K Hold
2024
Q3
$138K Hold
2024
Q2
$128K Hold
2024
Q1
$133K Hold
2023
Q4
$127K Hold
2023
Q3
$112K Buy