Visionary Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
5,742
+237
| +4% | +$15.1K | 0.02% | 422 |
|
|
2025
Q1 | $329K | Sell |
5,505
-622
| -10% | -$37.2K | 0.02% | 417 |
|
|
2024
Q4 | $399K | Buy |
6,127
+3
| +0% | +$195 | 0.02% | 388 |
|
|
2024
Q3 | $397K | Buy |
6,124
+1,933
| +46% | +$125K | 0.02% | 382 |
|
|
2024
Q2 | $252K | Hold |
4,191
| – | – | 0.02% | 443 |
|
|
2024
Q1 | $261K | Hold |
4,191
| – | – | 0.02% | 421 |
|
|
2023
Q4 | $250K | Hold |
4,191
| – | – | 0.02% | 426 |
|
|
2023
Q3 | $220K | Sell |
4,191
-786
| -16% | -$41.3K | 0.02% | 412 |
|
|
2023
Q2 | $273K | Hold |
4,977
| – | – | 0.02% | 378 |
|
|
2023
Q1 | $262K | Hold |
4,977
| – | – | 0.02% | 374 |
|
|
2022
Q4 | $255K | Buy |
+4,977
| New | +$255K | 0.02% | 354 |
|