AFA
Alpha Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12M | Sell |
179,702
-2,773
| -2% | -$186K | 4.65% | 9 |
|
2025
Q1 | $11M | Buy |
182,475
+247
| +0.1% | +$14.9K | 4.91% | 9 |
|
2024
Q4 | $11.6M | Sell |
182,228
-141
| -0.1% | -$8.99K | 5.26% | 9 |
|
2024
Q3 | $11.3M | Sell |
182,369
-45
| -0% | -$2.8K | 5.02% | 8 |
|
2024
Q2 | $10.7M | Sell |
182,414
-3,344
| -2% | -$197K | 5.17% | 8 |
|
2024
Q1 | $10.6M | Sell |
185,758
-79
| -0% | -$4.5K | 4.99% | 8 |
|
2023
Q4 | $9.63M | Sell |
185,837
-2,844
| -2% | -$147K | 4.88% | 8 |
|
2023
Q3 | $8.78M | Sell |
188,681
-602
| -0.3% | -$28K | 5.56% | 8 |
|
2023
Q2 | $9.12M | Sell |
189,283
-916
| -0.5% | -$44.1K | 5.71% | 8 |
|
2023
Q1 | $8.45M | Sell |
190,199
-1,470
| -0.8% | -$65.3K | 5.87% | 8 |
|
2022
Q4 | $7.98M | Buy |
+191,669
| New | +$7.98M | 6.92% | 6 |
|