Andrews Lucia 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 | $3.44M | Buy |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $2.93M | Buy |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $2.69M | Hold |
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|
2024
Q1 | $2.69M | Sell |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.34M | Sell |
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|
2022
Q3 | $2.19M | Sell |
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|
2022
Q2 | $3.6M | Buy |
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|
2022
Q1 | $3.71M | Hold |
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|
2021
Q4 | $3.71M | Buy |
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