UMB Bank’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 | $256K | Sell |
|
|||||
|
2025
Q2 | $243K | Hold |
|
|||||
|
2025
Q1 | $228K | Hold |
|
|||||
|
2024
Q4 | $249K | Buy |
|
|||||
|
2024
Q3 | $131K | Hold |
|
|||||
|
2024
Q2 | $121K | Hold |
|
|||||
|
2024
Q1 | $126K | Hold |
|
|||||
|
2023
Q4 | $120K | Buy |
|
|||||
|
2023
Q3 | $97.7K | Sell |
|
|||||
|
2023
Q2 | $150K | Hold |
|
|||||
|
2023
Q1 | $144K | Buy |
|
|||||
|
2022
Q4 | $95K | Hold |
|
|||||
|
2022
Q3 | $87K | Hold |
|
|||||
|
2022
Q2 | $89K | Hold |
|
|||||
|
2022
Q1 | $104K | Hold |
|
|||||
|
2021
Q4 | $112K | Buy |
|