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Wealthspire Advisors (New York)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DFAS Stock Details DFAS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.84M Sell
44,635
-4,110
-8% -$262K 0.02% 228
2025
Q1 		$2.91M Buy
48,745
+1,151
+2% +$68.8K 0.02% 217
2024
Q4 		$3.1M Sell
47,594
-3,017
-6% -$196K 0.03% 189
2024
Q3 		$3.28M Buy
+50,611
New +$3.28M 0.03% 179