Wescott Financial Advisory Group’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
172,142
+11,357
| +7% | +$724K | 1.05% | 20 |
|
|
2025
Q1 | $9.61M | Buy |
160,785
+9,340
| +6% | +$558K | 1% | 21 |
|
|
2024
Q4 | $9.86M | Buy |
151,445
+2,829
| +2% | +$184K | 1.02% | 20 |
|
|
2024
Q3 | $9.64M | Buy |
148,616
+11,150
| +8% | +$723K | 1.04% | 20 |
|
|
2024
Q2 | $8.26M | Buy |
137,466
+20,468
| +17% | +$1.23M | 0.96% | 21 |
|
|
2024
Q1 | $7.29M | Buy |
116,998
+13,275
| +13% | +$828K | 0.91% | 21 |
|
|
2023
Q4 | $6.18M | Buy |
103,723
+11,537
| +13% | +$688K | 0.87% | 22 |
|
|
2023
Q3 | $4.84M | Buy |
92,186
+9,655
| +12% | +$507K | 0.88% | 25 |
|
|
2023
Q2 | $4.52M | Buy |
82,531
+22,428
| +37% | +$1.23M | 0.8% | 25 |
|
|
2023
Q1 | $3.17M | Buy |
60,103
+13,357
| +29% | +$704K | 0.69% | 33 |
|
|
2022
Q4 | $2.39M | Buy |
46,746
+12,273
| +36% | +$628K | 0.52% | 39 |
|
|
2022
Q3 | $1.6M | Buy |
34,473
+5,974
| +21% | +$278K | 0.45% | 39 |
|
|
2022
Q2 | $1.37M | Buy |
28,499
+12,240
| +75% | +$588K | 0.37% | 43 |
|
|
2022
Q1 | $911K | Buy |
16,259
+11,762
| +262% | +$659K | 0.23% | 57 |
|
|
2021
Q4 | $270K | Sell |
4,497
-224
| -5% | -$13.4K | 0.14% | 58 |
|
|
2021
Q3 | $271K | Buy |
4,721
+2
| +0% | +$115 | 0.15% | 58 |
|
|
2021
Q2 | $270K | Buy |
+4,719
| New | +$270K | 0.16% | 55 |
|