Rockwood 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 | $1.53M | Hold |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $220K | Buy |
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