Acorn Financial Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$447K	Sell	6,308 -1,860	-23%	-$138K	0.06%	134
2025 Q4	$606K	Sell	8,168 -134	-2%	-$9.85K	0.09%	107
2025 Q3	$601K	Sell	8,302 -282	-3%	-$19.6K	0.09%	104
2025 Q2	$575K	Sell	8,584 -1,745	-17%	-$108K	0.09%	105
2025 Q1	$625K	Buy	10,329 +1	+0%	+$64	0.11%	89
2024 Q4	$658K	Buy	10,328 +3	+0%	+$192	0.11%	92
2024 Q3	$642K	Hold	10,325	–	–	0.11%	84
2024 Q2	$608K	Sell	10,325 -60	-0.6%	-$3.41K	0.11%	93
2024 Q1	$592K	Sell	10,385 -403	-4%	-$21.8K	0.11%	96
2023 Q4	$559K	Sell	10,788 -66	-0.6%	-$3.19K	0.1%	126
2023 Q3	$505K	Hold	10,854	–	–	0.09%	133
2023 Q2	$523K	Hold	10,854	–	–	0.09%	124
2023 Q1	$482K	Sell	10,854 -7,216	-40%	-$313K	0.09%	124
2022 Q4	$752K	Sell	18,070 -2,505	-12%	-$105K	0.16%	89
2022 Q3	$799K	Hold	20,575	–	–	0.19%	82
2022 Q2	$838K	Hold	20,575	–	–	0.2%	74
2022 Q1	$1.01M	Hold	20,575	–	–	0.2%	78
2021 Q4	$1.06M	Sell	20,575 -2,139	-9%	-$108K	0.21%	75
2021 Q3	$1.07M	Buy	+22,714	New	+$1.1M	0.33%	74