Your Advocates Ltd’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 | $20.4M | Buy |
320,429
+19,820
| +7% | +$1.26M | 7.34% | 5 |
|
|
2025
Q1 | $18M | Buy |
300,609
+19,434
| +7% | +$1.16M | 6.89% | 6 |
|
|
2024
Q4 | $18.3M | Buy |
281,175
+9,429
| +3% | +$614K | 7.27% | 6 |
|
|
2024
Q3 | $17.6M | Buy |
271,746
+7,676
| +3% | +$498K | 6.93% | 6 |
|
|
2024
Q2 | $15.9M | Buy |
264,070
+123,859
| +88% | +$7.44M | 6.66% | 7 |
|
|
2024
Q1 | $8.74M | Sell |
140,211
-12,097
| -8% | -$754K | 3.69% | 10 |
|
|
2023
Q4 | $9.08M | Buy |
152,308
+5,126
| +3% | +$306K | 3.65% | 10 |
|
|
2023
Q3 | $7.73M | Buy |
147,182
+4,474
| +3% | +$235K | 4.61% | 9 |
|
|
2023
Q2 | $7.82M | Buy |
142,708
+9,102
| +7% | +$499K | 4.01% | 11 |
|
|
2023
Q1 | $7.04M | Buy |
133,606
+133,492
| +117,098% | +$7.04M | 3.86% | 10 |
|
|
2022
Q4 | $5.83K | Buy |
+114
| New | +$5.83K | ﹤0.01% | 109 |
|