SteelPeak Wealth’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 | $295K | Hold |
4,631
| – | – | 0.01% | 410 |
|
|
2025
Q1 | $277K | Hold |
4,631
| – | – | 0.01% | 405 |
|
|
2024
Q4 | $301K | Hold |
4,631
| – | – | 0.01% | 390 |
|
|
2024
Q3 | $300K | Hold |
4,631
| – | – | 0.01% | 379 |
|
|
2024
Q2 | $278K | Hold |
4,631
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $289K | Hold |
4,631
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $276K | Hold |
4,631
| – | – | 0.02% | 334 |
|
|
2023
Q3 | $243K | Hold |
4,631
| – | – | 0.02% | 347 |
|
|
2023
Q2 | $254K | Buy |
+4,631
| New | +$254K | 0.02% | 346 |
|