Root Financial Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6M | Buy |
559,179
+299,957
| +116% | +$19.1M | 3.44% | 7 |
|
|
2025
Q1 | $15.5M | Buy |
259,222
+245,533
| +1,794% | +$14.7M | 1.65% | 15 |
|
|
2024
Q4 | $891K | Sell |
13,689
-2,800
| -17% | -$182K | 0.11% | 70 |
|
|
2024
Q3 | $1.07M | Sell |
16,489
-435
| -3% | -$28.2K | 0.17% | 47 |
|
|
2024
Q2 | $1.02M | Sell |
16,924
-3,743
| -18% | -$225K | 0.24% | 34 |
|
|
2024
Q1 | $1.29M | Sell |
20,667
-723
| -3% | -$45.1K | 0.38% | 32 |
|
|
2023
Q4 | $1.28M | Sell |
21,390
-290
| -1% | -$17.3K | 0.48% | 25 |
|
|
2023
Q3 | $1.14M | Buy |
21,680
+4,846
| +29% | +$254K | 0.6% | 24 |
|
|
2023
Q2 | $922K | Buy |
16,834
+305
| +2% | +$16.7K | 0.55% | 26 |
|
|
2023
Q1 | $871K | Buy |
+16,529
| New | +$871K | 0.62% | 28 |
|