Steward Partners Investment Advisory’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
Q3 | $153K | Buy |
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|
2025
Q2 | $140K | Buy |
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|
2025
Q1 | $126K | Sell |
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|
2024
Q4 | $180K | Buy |
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|
2024
Q3 | $179K | Sell |
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|
2024
Q2 | $4.56M | Sell |
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|
2024
Q1 | $4.94M | Sell |
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|
2023
Q4 | $5.27M | Buy |
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|
2023
Q3 | $3.86M | Buy |
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|
2023
Q2 | $46.1K | Hold |
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|
2023
Q1 | $44.4K | Hold |
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|
2022
Q4 | $43.1K | Sell |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $67K | Buy |
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