RDFA
Ritter Daniher Financial Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,100
| Closed | -$110K | – | 351 |
|
|
2023
Q3 | $110K | Hold |
2,100
| – | – | 0.05% | 105 |
|
|
2023
Q2 | $115K | Hold |
2,100
| – | – | 0.05% | 96 |
|
|
2023
Q1 | $111K | Hold |
2,100
| – | – | 0.05% | 97 |
|
|
2022
Q4 | $107K | Hold |
2,100
| – | – | 0.05% | 99 |
|
|
2022
Q3 | $98K | Buy |
2,100
+674
| +47% | +$31.5K | 0.07% | 88 |
|
|
2022
Q2 | $68K | Buy |
+1,426
| New | +$68K | 0.05% | 99 |
|