Websterrogers Financial Advisors’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 | $895K | Buy |
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|
2025
Q2 | $832K | Buy |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $859K | Sell |
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|
2024
Q3 | $861K | Sell |
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|
2024
Q2 | $899K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $965K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $930K | Buy |
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|
2022
Q2 | $924K | Sell |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.34M | Buy |
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