Wealthcare Advisory Partners’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 | $1.55M | Sell |
24,385
-12,968
| -35% | -$826K | 0.04% | 382 |
|
|
2025
Q1 | $2.23M | Buy |
37,353
+24,438
| +189% | +$1.46M | 0.06% | 263 |
|
|
2024
Q4 | $840K | Sell |
12,915
-1,577
| -11% | -$103K | 0.02% | 460 |
|
|
2024
Q3 | $940K | Buy |
14,492
+745
| +5% | +$48.3K | 0.03% | 433 |
|
|
2024
Q2 | $826K | Buy |
13,747
+612
| +5% | +$36.8K | 0.03% | 437 |
|
|
2024
Q1 | $819K | Buy |
13,135
+5,294
| +68% | +$330K | 0.03% | 426 |
|
|
2023
Q4 | $467K | Buy |
7,841
+88
| +1% | +$5.25K | 0.02% | 496 |
|
|
2023
Q3 | $407K | Sell |
7,753
-18,327
| -70% | -$962K | 0.02% | 479 |
|
|
2023
Q2 | $1.43M | Buy |
26,080
+6,566
| +34% | +$360K | 0.06% | 229 |
|
|
2023
Q1 | $1.03M | Buy |
+19,514
| New | +$1.03M | 0.04% | 282 |
|