United Capital Financial Advisors’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 | $2.24M | Buy |
35,139
+294
| +0.8% | +$18.7K | 0.02% | 417 |
|
|
2025
Q1 | $2.08M | Sell |
34,845
-279
| -0.8% | -$16.7K | 0.02% | 420 |
|
|
2024
Q4 | $2.29M | Buy |
35,124
+100
| +0.3% | +$6.51K | 0.02% | 394 |
|
|
2024
Q3 | $2.27M | Buy |
35,024
+327
| +0.9% | +$21.2K | 0.02% | 392 |
|
|
2024
Q2 | $2.08M | Sell |
34,697
-3,549
| -9% | -$213K | 0.02% | 393 |
|
|
2024
Q1 | $2.38M | Buy |
38,246
+6
| +0% | +$374 | 0.02% | 393 |
|
|
2023
Q4 | $2.28M | Sell |
38,240
-66,528
| -64% | -$3.97M | 0.02% | 392 |
|
|
2023
Q3 | $5.5M | Buy |
104,768
+6,313
| +6% | +$331K | 0.04% | 288 |
|
|
2023
Q2 | $5.4M | Sell |
98,455
-2,558
| -3% | -$140K | 0.03% | 303 |
|
|
2023
Q1 | $5.32M | Sell |
101,013
-434
| -0.4% | -$22.9K | 0.03% | 312 |
|
|
2022
Q4 | $5.19M | Sell |
101,447
-310
| -0.3% | -$15.9K | 0.03% | 321 |
|
|
2022
Q3 | $4.73M | Sell |
101,757
-801
| -0.8% | -$37.3K | 0.03% | 327 |
|
|
2022
Q2 | $4.92M | Buy |
102,558
+762
| +0.7% | +$36.6K | 0.03% | 334 |
|
|
2022
Q1 | $5.71M | Buy |
101,796
+2,963
| +3% | +$166K | 0.03% | 347 |
|
|
2021
Q4 | $5.93M | Sell |
98,833
-3,024
| -3% | -$181K | 0.03% | 350 |
|
|
2021
Q3 | $5.86M | Sell |
101,857
-7,596
| -7% | -$437K | 0.03% | 353 |
|
|
2021
Q2 | $6.39M | Buy |
+109,453
| New | +$6.39M | 0.03% | 343 |
|