Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.28M | Buy |
36,622
+189
| +0.5% | +$11.8K | 0.06% | 157 |
|
|
2023
Q4 | $2.17M | Sell |
36,433
-1,849
| -5% | -$110K | 0.07% | 157 |
|
|
2023
Q3 | $2.01M | Buy |
38,282
+75
| +0.2% | +$3.94K | 0.07% | 154 |
|
|
2023
Q2 | $2.09M | Buy |
38,207
+76
| +0.2% | +$4.17K | 0.07% | 160 |
|
|
2023
Q1 | $2.01M | Sell |
38,131
-92
| -0.2% | -$4.85K | 0.07% | 159 |
|
|
2022
Q4 | $1.96M | Buy |
38,223
+3,237
| +9% | +$166K | 0.07% | 160 |
|
|
2022
Q3 | $1.63M | Buy |
34,986
+75
| +0.2% | +$3.49K | 0.07% | 163 |
|
|
2022
Q2 | $1.68M | Buy |
34,911
+73
| +0.2% | +$3.51K | 0.07% | 170 |
|
|
2022
Q1 | $1.84M | Buy |
34,838
+36
| +0.1% | +$1.9K | 0.07% | 165 |
|
|
2021
Q4 | $2.09M | Buy |
34,802
+673
| +2% | +$40.4K | 0.07% | 159 |
|
|
2021
Q3 | $1.96M | Sell |
34,129
-23
| -0.1% | -$1.32K | 0.08% | 160 |
|
|
2021
Q2 | $2M | Buy |
+34,152
| New | +$2M | 0.08% | 159 |
|