Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $29.3M | Buy |
534,148
+23,348
| +5% | +$1.28M | 8.81% | 3 |
|
|
2023
Q1 | $26.9M | Buy |
510,800
+24,120
| +5% | +$1.27M | 8.97% | 3 |
|
|
2022
Q4 | $24.9M | Buy |
486,680
+57,079
| +13% | +$2.92M | 9.22% | 3 |
|
|
2022
Q3 | $20M | Buy |
429,601
+35,104
| +9% | +$1.63M | 9.44% | 3 |
|
|
2022
Q2 | $18.9M | Buy |
394,497
+61,836
| +19% | +$2.97M | 9.55% | 2 |
|
|
2022
Q1 | $18.6M | Buy |
332,661
+78,432
| +31% | +$4.4M | 9.57% | 3 |
|
|
2021
Q4 | $15.3M | Buy |
254,229
+96,312
| +61% | +$5.78M | 8.77% | 2 |
|
|
2021
Q3 | $9.08M | Buy |
157,917
+15,346
| +11% | +$882K | 7.44% | 3 |
|
|
2021
Q2 | $8.33M | Buy |
+142,571
| New | +$8.33M | 7.08% | 4 |
|