Wade Financial Advisory’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
Q1 | $2.52M | Sell |
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|
2024
Q4 | $2.75M | Hold |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.65M | Sell |
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|
2024
Q1 | $2.75M | Hold |
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|
2023
Q4 | $2.63M | Hold |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.45M | Hold |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $2.27M | Hold |
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|
2022
Q2 | $2.35M | Hold |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.38M | Hold |
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|
2021
Q3 | $2.28M | Hold |
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|
2021
Q2 | $2.31M | Buy |
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