Willow Creek Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
35,728
-130
| -0.4% | -$8.28K | 0.2% | 46 |
|
|
2025
Q1 | $2.14M | Buy |
35,858
+249
| +0.7% | +$14.9K | 0.21% | 47 |
|
|
2024
Q4 | $2.32M | Sell |
35,609
-268
| -0.7% | -$17.4K | 0.24% | 44 |
|
|
2024
Q3 | $2.33M | Sell |
35,877
-136
| -0.4% | -$8.82K | 0.24% | 44 |
|
|
2024
Q2 | $2.16M | Sell |
36,013
-153
| -0.4% | -$9.19K | 0.25% | 47 |
|
|
2024
Q1 | $2.25M | Sell |
36,166
-59
| -0.2% | -$3.68K | 0.26% | 46 |
|
|
2023
Q4 | $2.16M | Sell |
36,225
-806
| -2% | -$48.1K | 0.27% | 46 |
|
|
2023
Q3 | $1.94M | Sell |
37,031
-456
| -1% | -$23.9K | 0.29% | 38 |
|
|
2023
Q2 | $2.05M | Buy |
37,487
+512
| +1% | +$28.1K | 0.29% | 40 |
|
|
2023
Q1 | $1.95M | Sell |
36,975
-80
| -0.2% | -$4.22K | 0.3% | 37 |
|
|
2022
Q4 | $1.9M | Sell |
37,055
-347
| -0.9% | -$17.7K | 0.31% | 37 |
|
|
2022
Q3 | $1.74M | Sell |
37,402
-48
| -0.1% | -$2.23K | 0.34% | 41 |
|
|
2022
Q2 | $1.8M | Sell |
37,450
-219
| -0.6% | -$10.5K | 0.33% | 35 |
|
|
2022
Q1 | $2.11M | Sell |
37,669
-135
| -0.4% | -$7.57K | 0.42% | 30 |
|
|
2021
Q4 | $2.27M | Buy |
37,804
+31
| +0.1% | +$1.86K | 0.47% | 27 |
|
|
2021
Q3 | $2.17M | Sell |
37,773
-42
| -0.1% | -$2.42K | 0.48% | 26 |
|
|
2021
Q2 | $2.21M | Buy |
+37,815
| New | +$2.21M | 0.53% | 23 |
|