Summit Asset Management’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
$274K Hold
2025
Q1
$257K Sell
2024
Q4
$340K Hold
2024
Q3
$338K Hold
2024
Q2
$313K Hold
2024
Q1
$325K Hold
2023
Q4
$311K Hold
2023
Q3
$274K Hold
2023
Q2
$286K Hold
2023
Q1
$275K Hold
2022
Q4
$267K Hold
2022
Q3
$243K Hold
2022
Q2
$250K Hold
2022
Q1
$292K Hold
2021
Q4
$313K Hold
2021
Q3
$300K Buy