Stratos Wealth Advisors’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 | $1.55M | Sell |
24,277
-9,443
| -28% | -$602K | 0.08% | 252 |
|
2025
Q1 | $2.01M | Buy |
33,720
+963
| +3% | +$57.5K | 0.11% | 179 |
|
2024
Q4 | $2.13M | Buy |
32,757
+3,426
| +12% | +$223K | 0.1% | 204 |
|
2024
Q3 | $1.9M | Buy |
29,331
+1,462
| +5% | +$94.8K | 0.09% | 248 |
|
2024
Q2 | $1.67M | Buy |
27,869
+23,258
| +504% | +$1.4M | 0.08% | 234 |
|
2024
Q1 | $287K | Buy |
+4,611
| New | +$287K | 0.02% | 559 |
|