USAdvisors Wealth Management’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 | $1.26M | Buy |
19,732
+389
| +2% | +$24.8K | 0.47% | 54 |
|
2025
Q1 | $1.16M | Buy |
19,343
+27
| +0.1% | +$1.61K | 0.4% | 55 |
|
2024
Q4 | $1.26M | Buy |
19,316
+1,100
| +6% | +$71.6K | 0.41% | 57 |
|
2024
Q3 | $1.18M | Buy |
18,216
+2,002
| +12% | +$129K | 0.41% | 57 |
|
2024
Q2 | $974K | Buy |
16,214
+1,169
| +8% | +$70.2K | 0.34% | 60 |
|
2024
Q1 | $933K | Sell |
15,045
-715
| -5% | -$44.3K | 0.35% | 65 |
|
2023
Q4 | $939K | Sell |
15,760
-182
| -1% | -$10.8K | 0.39% | 61 |
|
2023
Q3 | $836K | Buy |
15,942
+461
| +3% | +$24.2K | 0.37% | 66 |
|
2023
Q2 | $848K | Buy |
15,481
+185
| +1% | +$10.1K | 0.4% | 64 |
|
2023
Q1 | $806K | Buy |
15,296
+438
| +3% | +$23.1K | 0.38% | 65 |
|
2022
Q4 | $760K | Sell |
14,858
-777
| -5% | -$39.7K | 0.37% | 66 |
|
2022
Q3 | $727K | Buy |
15,635
+439
| +3% | +$20.4K | 0.37% | 64 |
|
2022
Q2 | $729K | Buy |
15,196
+659
| +5% | +$31.6K | 0.37% | 63 |
|
2022
Q1 | $815K | Buy |
14,537
+413
| +3% | +$23.2K | 0.35% | 68 |
|
2021
Q4 | $847K | Sell |
14,124
-786
| -5% | -$47.1K | 0.34% | 64 |
|
2021
Q3 | $857K | Sell |
14,910
-605
| -4% | -$34.8K | 0.37% | 58 |
|
2021
Q2 | $906K | Buy |
+15,515
| New | +$906K | 0.49% | 51 |
|