Visionary Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $255K | Buy |
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