Samalin Investment Counsel’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 | $1.17M | Buy |
18,440
+2,174
| +13% | +$139K | 0.45% | 56 |
|
|
2025
Q1 | $972K | Buy |
16,266
+3,096
| +24% | +$185K | 0.39% | 65 |
|
|
2024
Q4 | $857K | Buy |
13,170
+1,541
| +13% | +$100K | 0.37% | 76 |
|
|
2024
Q3 | $754K | Sell |
11,629
-31
| -0.3% | -$2.01K | 0.33% | 90 |
|
|
2024
Q2 | $701K | Buy |
11,660
+101
| +0.9% | +$6.07K | 0.33% | 92 |
|
|
2024
Q1 | $721K | Buy |
11,559
+646
| +6% | +$40.3K | 0.34% | 83 |
|
|
2023
Q4 | $651K | Buy |
10,913
+625
| +6% | +$37.3K | 0.33% | 88 |
|
|
2023
Q3 | $540K | Buy |
10,288
+1,321
| +15% | +$69.3K | 0.31% | 97 |
|
|
2023
Q2 | $491K | Buy |
8,967
+576
| +7% | +$31.6K | 0.27% | 115 |
|
|
2023
Q1 | $442K | Buy |
8,391
+930
| +12% | +$49K | 0.27% | 110 |
|
|
2022
Q4 | $382K | Buy |
+7,461
| New | +$382K | 0.24% | 129 |
|