Tortoise Investment 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 | $5.07M | Buy |
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|
2025
Q1 | $2.58M | Buy |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $973K | Buy |
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|
2023
Q2 | $957K | Buy |
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|
2023
Q1 | $890K | Buy |
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|
2022
Q4 | $807K | Buy |
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|
2022
Q3 | $726K | Buy |
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|
2022
Q2 | $690K | Buy |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $175K | Buy |
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