TFO 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
Q2 | $7.62M | Sell |
|
|||||
|
2025
Q1 | $7.39M | Buy |
|
|||||
|
2024
Q4 | $7.98M | Sell |
|
|||||
|
2024
Q3 | $7.97M | Sell |
|
|||||
|
2024
Q2 | $7.87M | Sell |
|
|||||
|
2024
Q1 | $8.18M | Sell |
|
|||||
|
2023
Q4 | $7.98M | Sell |
|
|||||
|
2023
Q3 | $7.4M | Hold |
|
|||||
|
2023
Q2 | $7.4M | Buy |
|
|||||
|
2023
Q1 | $7.11M | Buy |
|
|||||
|
2022
Q4 | $2.74K | Sell |
|
|||||
|
2022
Q3 | $6.3M | Sell |
|
|||||
|
2022
Q2 | $6.55M | Sell |
|
|||||
|
2022
Q1 | $7.67M | Buy |
|
|||||
|
2021
Q4 | $8.09M | Sell |
|
|||||
|
2021
Q3 | $7.9M | Sell |
|
|||||
|
2021
Q2 | $8.03M | Buy |
|