Stegent Equity Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $445K | Hold |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $415K | Hold |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $735K | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $2.43M | Buy |
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