ZF
Zhang Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Sell |
88,754
-3,066
| -3% | -$195K | 0.26% | 51 |
|
|
2025
Q1 | $5.49M | Sell |
91,820
-2,470
| -3% | -$148K | 0.29% | 48 |
|
|
2024
Q4 | $6.14M | Sell |
94,290
-1,875
| -2% | -$122K | 0.35% | 43 |
|
|
2024
Q3 | $6.24M | Sell |
96,165
-3,164
| -3% | -$205K | 0.39% | 38 |
|
|
2024
Q2 | $5.97M | Buy |
99,329
+1,139
| +1% | +$68.4K | 0.42% | 37 |
|
|
2024
Q1 | $6.12M | Buy |
98,190
+941
| +1% | +$58.7K | 0.45% | 35 |
|
|
2023
Q4 | $5.8M | Buy |
97,249
+847
| +0.9% | +$50.5K | 0.5% | 33 |
|
|
2023
Q3 | $5.06M | Buy |
96,402
+10,938
| +13% | +$574K | 0.51% | 30 |
|
|
2023
Q2 | $4.69M | Buy |
85,464
+19,824
| +30% | +$1.09M | 0.48% | 33 |
|
|
2023
Q1 | $3.46M | Buy |
65,640
+22,287
| +51% | +$1.17M | 0.4% | 41 |
|
|
2022
Q4 | $2.22M | Buy |
43,353
+19,588
| +82% | +$1M | 0.28% | 60 |
|
|
2022
Q3 | $1.11M | Buy |
23,765
+19,294
| +432% | +$898K | 0.17% | 75 |
|
|
2022
Q2 | $215K | Buy |
4,471
+4
| +0.1% | +$192 | 0.03% | 202 |
|
|
2022
Q1 | $250K | Buy |
+4,467
| New | +$250K | 0.04% | 191 |
|