Vestia Personal Wealth 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
$5.72M Buy
89,735
+14,476
+19% +$922K 3.92% 6
2025
Q1
$4.5M Buy
75,259
+5,380
+8% +$321K 3.56% 7
2024
Q4
$4.55M Buy
69,879
+2,318
+3% +$151K 3.74% 7
2024
Q3
$4.38M Buy
67,561
+308
+0.5% +$20K 4.13% 6
2024
Q2
$4.04M Buy
+67,253
New +$4.04M 4.31% 6