Tanager Wealth 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 | $24.8M | Sell |
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|
2025
Q1 | $23.9M | Buy |
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|
2024
Q4 | $25.5M | Buy |
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|
2024
Q3 | $24.2M | Buy |
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|
2024
Q2 | $20.8M | Buy |
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|
2024
Q1 | $20.2M | Buy |
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|
2023
Q4 | $18M | Buy |
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|
2023
Q3 | $15M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $11.9M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $205K | Buy |
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