Total Wealth Planning’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 | $841K | Buy |
13,195
+692
| +6% | +$44.1K | 0.11% | 63 |
|
|
2025
Q1 | $747K | Sell |
12,503
-520
| -4% | -$31.1K | 0.11% | 54 |
|
|
2024
Q4 | $848K | Buy |
+13,023
| New | +$848K | 0.13% | 53 |
|
|
2022
Q3 | – | Sell |
-12,725
| Closed | -$611K | – | 85 |
|
|
2022
Q2 | $611K | Sell |
12,725
-6,395
| -33% | -$307K | 0.18% | 55 |
|
|
2022
Q1 | $1.07M | Buy |
+19,120
| New | +$1.07M | 0.29% | 44 |
|