RF&L Wealth Management’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
Q3 | $6.38M | Buy |
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|
2025
Q2 | $5.84M | Sell |
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|
2025
Q1 | $5.76M | Buy |
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|
2024
Q4 | $6.13M | Sell |
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|
2024
Q3 | $6.12M | Sell |
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|
2024
Q2 | $5.69M | Buy |
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|
2024
Q1 | $5.9M | Sell |
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|
2023
Q4 | $5.96M | Buy |
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|
2023
Q3 | $5.21M | Buy |
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|
2023
Q2 | $5.41M | Buy |
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|
2023
Q1 | $5.21M | Sell |
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|
2022
Q4 | $5.06M | Buy |
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