Valeo 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 | $953K | Sell |
14,956
-2,475
| -14% | -$158K | 0.02% | 307 |
|
|
2025
Q1 | $1.04M | Buy |
17,431
+820
| +5% | +$49K | 0.03% | 255 |
|
|
2024
Q4 | $1.08M | Buy |
16,611
+77
| +0.5% | +$5.01K | 0.03% | 243 |
|
|
2024
Q3 | $1.07M | Sell |
16,534
-1,878
| -10% | -$122K | 0.03% | 246 |
|
|
2024
Q2 | $1.11M | Buy |
18,412
+604
| +3% | +$36.3K | 0.03% | 224 |
|
|
2024
Q1 | $1.06M | Buy |
17,808
+1,510
| +9% | +$89.6K | 0.04% | 229 |
|
|
2023
Q4 | $972K | Buy |
16,298
+4
| +0% | +$238 | 0.04% | 226 |
|
|
2023
Q3 | $855K | Buy |
16,294
+831
| +5% | +$43.6K | 0.04% | 233 |
|
|
2023
Q2 | $847K | Buy |
15,463
+1,881
| +14% | +$103K | 0.04% | 226 |
|
|
2023
Q1 | $716K | Sell |
13,582
-740
| -5% | -$39K | 0.03% | 265 |
|
|
2022
Q4 | $733K | Sell |
14,322
-677
| -5% | -$34.6K | 0.04% | 228 |
|
|
2022
Q3 | $698K | Buy |
14,999
+4
| +0% | +$186 | 0.04% | 207 |
|
|
2022
Q2 | $720K | Buy |
14,995
+5
| +0% | +$240 | 0.05% | 204 |
|
|
2022
Q1 | $840K | Buy |
+14,990
| New | +$840K | 0.04% | 219 |
|