SHFA
SC&H Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
56,473
-806
| -1% | -$51.4K | 0.61% | 24 |
|
|
2025
Q1 | $3.42M | Buy |
57,279
+1,731
| +3% | +$103K | 0.67% | 24 |
|
|
2024
Q4 | $3.62M | Buy |
55,548
+3,835
| +7% | +$250K | 0.75% | 24 |
|
|
2024
Q3 | $3.35M | Buy |
51,713
+2,334
| +5% | +$151K | 0.73% | 23 |
|
|
2024
Q2 | $2.97M | Buy |
49,379
+569
| +1% | +$34.2K | 0.73% | 21 |
|
|
2024
Q1 | $3.04M | Buy |
48,810
+1,081
| +2% | +$67.4K | 0.79% | 21 |
|
|
2023
Q4 | $2.85M | Sell |
47,729
-2,649
| -5% | -$158K | 0.82% | 21 |
|
|
2023
Q3 | $2.64M | Buy |
50,378
+3,100
| +7% | +$163K | 0.88% | 20 |
|
|
2023
Q2 | $2.59M | Buy |
47,278
+1,532
| +3% | +$84K | 0.86% | 21 |
|
|
2023
Q1 | $2.41M | Buy |
45,746
+6,125
| +15% | +$323K | 0.88% | 20 |
|
|
2022
Q4 | $2.03M | Buy |
39,621
+3,926
| +11% | +$201K | 0.84% | 23 |
|
|
2022
Q3 | $1.66M | Sell |
35,695
-17,411
| -33% | -$810K | 0.83% | 26 |
|
|
2022
Q2 | $2.55M | Buy |
53,106
+1,778
| +3% | +$85.3K | 1.19% | 19 |
|
|
2022
Q1 | $2.88M | Buy |
51,328
+4,754
| +10% | +$266K | 1.37% | 18 |
|
|
2021
Q4 | $2.79M | Buy |
+46,574
| New | +$2.79M | 1.54% | 15 |
|