Venturi 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
Q1 | – | Sell |
-107
| Closed | -$6.96K | – | 878 |
|
|
2024
Q4 | $6.96K | Hold |
107
| – | – | ﹤0.01% | 1544 |
|
|
2024
Q3 | $6.94K | Hold |
107
| – | – | ﹤0.01% | 1292 |
|
|
2024
Q2 | $6.43K | Buy |
107
+10
| +10% | +$601 | ﹤0.01% | 1181 |
|
|
2024
Q1 | $6.05K | Buy |
97
+46
| +90% | +$2.87K | ﹤0.01% | 1044 |
|
|
2023
Q4 | $3.04K | Buy |
+51
| New | +$3.04K | ﹤0.01% | 1123 |
|