Whittier Trust’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 | $213K | Hold |
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|
2025
Q2 | $197K | Hold |
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|
2025
Q1 | $185K | Hold |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $5.82M | Buy |
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|
2023
Q3 | $5.12M | Buy |
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|
2023
Q2 | $5.35M | Buy |
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|
2023
Q1 | $5.06M | Hold |
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|
2022
Q4 | $4.91M | Hold |
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|
2022
Q3 | $4.47M | Hold |
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|
2022
Q2 | $4.61M | Hold |
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|
2022
Q1 | $5.38M | Hold |
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|
2021
Q4 | $5.76M | Hold |
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|
2021
Q3 | $5.52M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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