Wealthcare Advisory Partners’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
Q3 | $892K | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $840K | Sell |
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|
2024
Q3 | $940K | Buy |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $819K | Buy |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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