Apriem Advisors’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
Q2
$376K Hold
2025
Q1
$339K Hold
2024
Q4
$358K Hold
2024
Q3
$349K Hold
2024
Q2
$330K Hold
2024
Q1
$320K Hold
2023
Q4
$291K Hold
2023
Q3
$261K Hold
2023
Q2
$270K Hold
2023
Q1
$249K Hold
2022
Q4
$233K Buy