True Wealth Design’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 | $126K | Hold |
1,977
| – | – | 0.04% | 83 |
|
|
2025
Q1 | $118K | Sell |
1,977
-180
| -8% | -$10.8K | 0.05% | 73 |
|
|
2024
Q4 | $140K | Sell |
2,157
-52
| -2% | -$3.38K | 0.05% | 41 |
|
|
2024
Q3 | $143K | Hold |
2,209
| – | – | 0.06% | 36 |
|
|
2024
Q2 | $133K | Sell |
2,209
-194
| -8% | -$11.7K | 0.03% | 127 |
|
|
2024
Q1 | $150K | Hold |
2,403
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $143K | Sell |
2,403
-135
| -5% | -$8.05K | 0.04% | 124 |
|
|
2023
Q3 | $133K | Sell |
2,538
-821
| -24% | -$43.1K | 0.04% | 122 |
|
|
2023
Q2 | $184K | Hold |
3,359
| – | – | 0.07% | 114 |
|
|
2023
Q1 | $177K | Buy |
+3,359
| New | +$177K | 0.07% | 119 |
|