Allegiance Financial Group Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
26,110
-1,079
| -4% | -$72.3K | 0.46% | 29 |
|
|
2025
Q1 | $1.64M | Buy |
27,189
+293
| +1% | +$17.7K | 0.5% | 30 |
|
|
2024
Q4 | $1.71M | Sell |
26,896
-507
| -2% | -$32.3K | 0.56% | 30 |
|
|
2024
Q3 | $1.7M | Buy |
27,403
+410
| +2% | +$25.5K | 0.59% | 29 |
|
|
2024
Q2 | $1.59M | Sell |
26,993
-77
| -0.3% | -$4.53K | 0.61% | 29 |
|
|
2024
Q1 | $1.54M | Sell |
27,070
-122
| -0.4% | -$6.95K | 0.63% | 31 |
|
|
2023
Q4 | $1.41M | Buy |
27,192
+329
| +1% | +$17.1K | 0.66% | 31 |
|
|
2023
Q3 | $1.25M | Buy |
26,863
+32
| +0.1% | +$1.49K | 0.7% | 30 |
|
|
2023
Q2 | $1.29M | Buy |
26,831
+20
| +0.1% | +$963 | 0.76% | 30 |
|
|
2023
Q1 | $1.19M | Buy |
26,811
+229
| +0.9% | +$10.2K | 0.88% | 31 |
|
|
2022
Q4 | $1.11M | Buy |
+26,582
| New | +$1.11M | 1.06% | 31 |
|