Summit Wealth Partners’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 | $272K | Hold |
4,270
| – | – | 0.05% | 186 |
|
|
2025
Q1 | $255K | Hold |
4,270
| – | – | 0.05% | 184 |
|
|
2024
Q4 | $278K | Hold |
4,270
| – | – | 0.06% | 170 |
|
|
2024
Q3 | $277K | Hold |
4,270
| – | – | 0.05% | 200 |
|
|
2024
Q2 | $257K | Hold |
4,270
| – | – | 0.05% | 195 |
|
|
2024
Q1 | $266K | Hold |
4,270
| – | – | 0.06% | 192 |
|
|
2023
Q4 | $255K | Hold |
4,270
| – | – | 0.06% | 183 |
|
|
2023
Q3 | $224K | Hold |
4,270
| – | – | 0.06% | 170 |
|
|
2023
Q2 | $234K | Hold |
4,270
| – | – | 0.06% | 165 |
|
|
2023
Q1 | $225K | Hold |
4,270
| – | – | 0.06% | 169 |
|
|
2022
Q4 | $218K | Buy |
+4,270
| New | +$218K | 0.06% | 165 |
|
|
2022
Q3 | – | Sell |
-4,270
| Closed | -$205K | – | 161 |
|
|
2022
Q2 | $205K | Buy |
+4,270
| New | +$205K | 0.05% | 157 |
|