Wealthfront Advisers’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,695
| Closed | -$614K | – | 865 |
|
|
2023
Q3 | $614K | Sell |
11,695
-295
| -2% | -$15.5K | ﹤0.01% | 655 |
|
|
2023
Q2 | $657K | Sell |
11,990
-3,730
| -24% | -$204K | ﹤0.01% | 632 |
|
|
2023
Q1 | $828K | Buy |
15,720
+3,946
| +34% | +$208K | ﹤0.01% | 566 |
|
|
2022
Q4 | $602K | Buy |
11,774
+1,819
| +18% | +$93K | ﹤0.01% | 602 |
|
|
2022
Q3 | $463K | Buy |
9,955
+1,951
| +24% | +$90.7K | ﹤0.01% | 612 |
|
|
2022
Q2 | $384K | Buy |
+8,004
| New | +$384K | ﹤0.01% | 637 |
|
|
2022
Q1 | – | Sell |
-5,954
| Closed | -$357K | – | 782 |
|
|
2021
Q4 | $357K | Buy |
+5,954
| New | +$357K | ﹤0.01% | 648 |
|