U.S. Capital Wealth Advisors’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
Q3 | $941K | Sell |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $773K | Hold |
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|
2023
Q1 | $744K | Sell |
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|
2022
Q4 | $931K | Buy |
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|
2022
Q3 | $790K | Buy |
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|
2022
Q2 | $803K | Sell |
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|
2022
Q1 | $957K | Hold |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.01M | Buy |
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