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