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Revisor Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Revisor Wealth Management’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
2023
Q3 		– Sell
-6,436
Closed -$353K – 159
2023
Q2 		$353K Buy
+6,436
New +$336K 0.32% 80

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BSW
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TWA
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Revisor Wealth Management's DFAS Position: Q3 2023 in Review

Revisor Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2023, closing a stake of 6,436 shares — an estimated $353K sold.

Revisor Wealth Management first reported a position in DFAS in Q2 2023 and held it in 1 quarter. The position peaked at $353K in Q2 2023. 499 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

  • Revisor Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Revisor Wealth Management sold 6,436 Dimensional US Small Cap ETF shares in Q3 2023, an estimated $353K.
  • Revisor Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2023 and held it in 1 quarter.
  • Revisor Wealth Management's Dimensional US Small Cap ETF position peaked at $353K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2023.

Based on Revisor Wealth Management's 13F filing for Q3 2023, filed 16 Nov 2023.