Wescott Financial Advisory Group’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 | $12.3M | Buy |
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|
2025
Q2 | $11M | Buy |
|
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|
2025
Q1 | $9.61M | Buy |
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|
2024
Q4 | $9.86M | Buy |
|
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|
2024
Q3 | $9.64M | Buy |
|
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|
2024
Q2 | $8.26M | Buy |
|
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|
2024
Q1 | $7.29M | Buy |
|
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|
2023
Q4 | $6.18M | Buy |
|
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|
2023
Q3 | $4.84M | Buy |
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|
2023
Q2 | $4.52M | Buy |
|
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|
2023
Q1 | $3.17M | Buy |
|
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.37M | Buy |
|
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $270K | Buy |
|