WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,461
| Closed | -$76.7K | – | 76 |
|
|
2023
Q3 | $76.7K | Hold |
1,461
| – | – | 0.02% | 81 |
|
|
2023
Q2 | $80.1K | Hold |
1,461
| – | – | 0.02% | 79 |
|
|
2023
Q1 | $77K | Sell |
1,461
-97
| -6% | -$5.11K | 0.02% | 78 |
|
|
2022
Q4 | $79.7K | Buy |
1,558
+97
| +7% | +$4.96K | 0.03% | 77 |
|
|
2022
Q3 | $68K | Hold |
1,461
| – | – | 0.02% | 75 |
|
|
2022
Q2 | $70K | Hold |
1,461
| – | – | 0.02% | 78 |
|
|
2022
Q1 | $82K | Hold |
1,461
| – | – | 0.02% | 84 |
|
|
2021
Q4 | $88K | Buy |
+1,461
| New | +$88K | 0.02% | 85 |
|