Robertson Stephens 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
Q2 | $516K | Buy |
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|
2025
Q1 | $462K | Buy |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $437K | Hold |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $408K | Hold |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $382K | Hold |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $485K | Hold |
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|
2021
Q3 | $465K | Hold |
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|
2021
Q2 | $473K | Buy |
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