Summit Wealth Partners’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 | $292K | Hold |
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|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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