Waypoint Capital 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
2024
Q3
$1.41M Buy
2024
Q2
$1.26M Hold
2024
Q1
$1.3M Hold
2023
Q4
$1.25M Buy
2023
Q3
$320K Hold
2023
Q2
$334K Buy
2023
Q1
$262K Buy
2022
Q2
Sell
2022
Q1
$207K Hold
2021
Q4
$221K Buy