Allworth Financial’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 | $11.5M | Sell |
171,359
-3,453
| -2% | -$231K | 0.06% | 181 |
|
|
2025
Q1 | $10.3M | Buy |
174,812
+57,677
| +49% | +$3.41M | 0.06% | 171 |
|
|
2024
Q4 | $7.75M | Sell |
117,135
-7,814
| -6% | -$517K | 0.04% | 200 |
|
|
2024
Q3 | $7.77M | Sell |
124,949
-2,426
| -2% | -$151K | 0.05% | 166 |
|
|
2024
Q2 | $7.58M | Buy |
127,375
+72,976
| +134% | +$4.35M | 0.05% | 167 |
|
|
2024
Q1 | $3.1M | Buy |
54,399
+160
| +0.3% | +$9.12K | 0.02% | 245 |
|
|
2023
Q4 | $2.81M | Buy |
54,239
+6,268
| +13% | +$325K | 0.02% | 256 |
|
|
2023
Q3 | $2.23M | Sell |
47,971
-384
| -0.8% | -$17.9K | 0.02% | 261 |
|
|
2023
Q2 | $2.33M | Buy |
48,355
+8,984
| +23% | +$433K | 0.02% | 256 |
|
|
2023
Q1 | $1.75M | Buy |
39,371
+844
| +2% | +$37.5K | 0.02% | 274 |
|
|
2022
Q4 | $1.6M | Buy |
38,527
+9,637
| +33% | +$401K | 0.02% | 273 |
|
|
2022
Q3 | $1.12M | Buy |
28,890
+19,459
| +206% | +$756K | 0.01% | 305 |
|
|
2022
Q2 | $384K | Buy |
+9,431
| New | +$384K | 0.01% | 449 |
|