Retirement Guys Formula’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 | $1.54M | Sell |
24,155
-304
| -1% | -$19.4K | 0.58% | 62 |
|
|
2025
Q1 | $1.46M | Sell |
24,459
-3,923
| -14% | -$234K | 0.73% | 50 |
|
|
2024
Q4 | $1.85M | Sell |
28,382
-4,226
| -13% | -$275K | 0.93% | 29 |
|
|
2024
Q3 | $2.11M | Buy |
32,608
+1,241
| +4% | +$80.5K | 0.98% | 25 |
|
|
2024
Q2 | $1.88M | Sell |
31,367
-2,997
| -9% | -$180K | 0.9% | 32 |
|
|
2024
Q1 | $2.14M | Sell |
34,364
-1,764
| -5% | -$110K | 1.04% | 23 |
|
|
2023
Q4 | $2.15M | Buy |
36,128
+8,630
| +31% | +$515K | 1.15% | 23 |
|
|
2023
Q3 | $1.44M | Sell |
27,498
-1,714
| -6% | -$90K | 1% | 26 |
|
|
2023
Q2 | $1.6M | Buy |
29,212
+2,239
| +8% | +$123K | 0.93% | 31 |
|
|
2023
Q1 | $1.42M | Sell |
26,973
-4
| -0% | -$211 | 1.02% | 27 |
|
|
2022
Q4 | $1.38M | Buy |
26,977
+5,810
| +27% | +$297K | 1.13% | 23 |
|
|
2022
Q3 | $985K | Buy |
21,167
+895
| +4% | +$41.6K | 1.04% | 17 |
|
|
2022
Q2 | $973K | Buy |
20,272
+3,894
| +24% | +$187K | 1% | 18 |
|
|
2022
Q1 | $918K | Buy |
+16,378
| New | +$918K | 0.62% | 24 |
|