Root Financial Partners’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 | $66.7M | Buy |
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|
2025
Q2 | $35.6M | Buy |
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|
2025
Q1 | $15.5M | Buy |
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|
2024
Q4 | $891K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $922K | Buy |
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|
2023
Q1 | $871K | Buy |
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