SVB Wealth’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 | $414K | Sell |
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|
2025
Q1 | $721K | Buy |
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|
2024
Q4 | $785K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $754K | Buy |
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|
2024
Q1 | $782K | Buy |
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|
2023
Q4 | $748K | Buy |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $660K | Sell |
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|
2022
Q4 | $733K | Sell |
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|
2022
Q3 | $945K | Buy |
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|
2022
Q2 | $976K | Buy |
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|
2022
Q1 | $835K | Buy |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $651K | Buy |
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|
2021
Q2 | $660K | Buy |
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