AFAS
Acorn Financial Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
8,584
-1,745
| -17% | -$117K | 0.09% | 105 |
|
|
2025
Q1 | $625K | Buy |
10,329
+1
| +0% | +$60 | 0.11% | 89 |
|
|
2024
Q4 | $658K | Buy |
10,328
+3
| +0% | +$191 | 0.11% | 92 |
|
|
2024
Q3 | $642K | Hold |
10,325
| – | – | 0.11% | 84 |
|
|
2024
Q2 | $608K | Sell |
10,325
-60
| -0.6% | -$3.53K | 0.11% | 93 |
|
|
2024
Q1 | $592K | Sell |
10,385
-403
| -4% | -$23K | 0.11% | 96 |
|
|
2023
Q4 | $559K | Sell |
10,788
-66
| -0.6% | -$3.42K | 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% | -$321K | 0.09% | 124 |
|
|
2022
Q4 | $752K | Sell |
18,070
-2,505
| -12% | -$104K | 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% | -$111K | 0.21% | 75 |
|
|
2021
Q3 | $1.07M | Buy |
+22,714
| New | +$1.07M | 0.33% | 74 |
|