Sequoia Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Sell |
458,511
-16,931
| -4% | -$1.08M | 0.2% | 96 |
|
|
2025
Q1 | $28.4M | Sell |
475,442
-3,568
| -0.7% | -$213K | 0.22% | 96 |
|
|
2024
Q4 | $31.2M | Sell |
479,010
-8,716
| -2% | -$567K | 0.3% | 79 |
|
|
2024
Q3 | $31.6M | Buy |
487,726
+11,272
| +2% | +$731K | 0.34% | 71 |
|
|
2024
Q2 | $28.6M | Buy |
476,454
+9,756
| +2% | +$586K | 0.34% | 68 |
|
|
2024
Q1 | $29.1M | Buy |
466,698
+4,844
| +1% | +$302K | 0.36% | 65 |
|
|
2023
Q4 | $27.5M | Buy |
461,854
+25,717
| +6% | +$1.53M | 0.34% | 65 |
|
|
2023
Q3 | $22.9M | Sell |
436,137
-2,088
| -0.5% | -$110K | 0.4% | 53 |
|
|
2023
Q2 | $24M | Buy |
438,225
+2,125
| +0.5% | +$116K | 0.41% | 48 |
|
|
2023
Q1 | $23M | Buy |
436,100
+90,128
| +26% | +$4.75M | 0.51% | 36 |
|
|
2022
Q4 | $17.7M | Buy |
345,972
+10,484
| +3% | +$536K | 0.43% | 41 |
|
|
2022
Q3 | $15.6M | Sell |
335,488
-5,921
| -2% | -$275K | 0.49% | 38 |
|
|
2022
Q2 | $16.4M | Sell |
341,409
-732
| -0.2% | -$35.1K | 0.46% | 35 |
|
|
2022
Q1 | $19.2M | Buy |
342,141
+10,533
| +3% | +$590K | 0.48% | 36 |
|
|
2021
Q4 | $19.9M | Buy |
+331,608
| New | +$19.9M | 0.54% | 31 |
|