Simplicity Wealth’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 | $1.32M | Buy |
20,702
+10,577
| +104% | +$674K | 0.05% | 278 |
|
|
2025
Q1 | $605K | Buy |
+10,125
| New | +$605K | 0.05% | 314 |
|
|
2024
Q4 | – | Sell |
-10,553
| Closed | -$684K | – | 378 |
|
|
2024
Q3 | $684K | Sell |
10,553
-2,468
| -19% | -$160K | 0.06% | 243 |
|
|
2024
Q2 | $782K | Buy |
+13,021
| New | +$782K | 0.02% | 604 |
|