WA
Wealthstream Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
38,904
-367
| -0.9% | -$23.4K | 0.41% | 26 |
|
|
2025
Q1 | $2.35M | Sell |
39,271
-857
| -2% | -$51.2K | 0.44% | 24 |
|
|
2024
Q4 | $2.61M | Sell |
40,128
-110
| -0.3% | -$7.16K | 0.48% | 23 |
|
|
2024
Q3 | $2.61M | Sell |
40,238
-799
| -2% | -$51.8K | 0.47% | 21 |
|
|
2024
Q2 | $2.47M | Sell |
41,037
-1,614
| -4% | -$97K | 0.9% | 20 |
|
|
2024
Q1 | $2.66M | Sell |
42,651
-268
| -0.6% | -$16.7K | 1.01% | 18 |
|
|
2023
Q4 | $2.56M | Sell |
42,919
-2,299
| -5% | -$137K | 1.06% | 18 |
|
|
2023
Q3 | $2.37M | Sell |
45,218
-256
| -0.6% | -$13.4K | 1.23% | 15 |
|
|
2023
Q2 | $2.49M | Sell |
45,474
-594
| -1% | -$32.6K | 1.31% | 15 |
|
|
2023
Q1 | $2.43M | Sell |
46,068
-1,056
| -2% | -$55.7K | 1.45% | 13 |
|
|
2022
Q4 | $2.41M | Sell |
47,124
-3,111
| -6% | -$159K | 1.57% | 13 |
|
|
2022
Q3 | $2.34M | Buy |
50,235
+1,997
| +4% | +$92.9K | 2.51% | 8 |
|
|
2022
Q2 | $2.32M | Sell |
48,238
-502
| -1% | -$24.1K | 2.34% | 8 |
|
|
2022
Q1 | $2.73M | Buy |
48,740
+217
| +0.4% | +$12.2K | 2.39% | 7 |
|
|
2021
Q4 | $2.91M | Buy |
+48,523
| New | +$2.91M | 2.48% | 7 |
|