Stone Summit Wealth’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 | $461K | Hold |
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|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $463K | Buy |
|
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $380K | Hold |
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|
2021
Q4 | $404K | Buy |
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