Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $51.2K | Hold |
1,000
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $56K | Sell |
1,000
-132
| -12% | -$7.39K | ﹤0.01% | 429 |
|
|
2021
Q4 | $68K | Sell |
1,132
-43
| -4% | -$2.58K | 0.01% | 400 |
|
|
2021
Q3 | $68K | Hold |
1,175
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $69K | Buy |
+1,175
| New | +$69K | 0.01% | 398 |
|