AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Sell |
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|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $29.4M | Sell |
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|
2023
Q3 | $26.8M | Sell |
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|
2023
Q2 | $30.4M | Sell |
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|
2023
Q1 | $28.3M | Sell |
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|
2022
Q4 | $28.4M | Sell |
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|
2022
Q3 | $29.7M | Buy |
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|
2022
Q2 | $26.5M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $726K | Sell |
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|
2021
Q2 | $844K | Buy |
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