Aprio Wealth Management’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 | $2M | Buy |
29,783
+11
| +0% | +$737 | 0.23% | 68 |
|
|
2025
Q1 | $1.8M | Buy |
29,772
+5
| +0% | +$302 | 0.23% | 72 |
|
|
2024
Q4 | $1.9M | Sell |
29,767
-901
| -3% | -$57.4K | 0.28% | 61 |
|
|
2024
Q3 | $1.91M | Hold |
30,668
| – | – | 0.31% | 51 |
|
|
2024
Q2 | $1.8M | Hold |
30,668
| – | – | 0.33% | 43 |
|
|
2024
Q1 | $1.75M | Hold |
30,668
| – | – | 0.34% | 39 |
|
|
2023
Q4 | $1.59M | Hold |
30,668
| – | – | 0.35% | 40 |
|
|
2023
Q3 | $1.43M | Hold |
30,668
| – | – | 0.39% | 37 |
|
|
2023
Q2 | $1.48M | Hold |
30,668
| – | – | 0.41% | 33 |
|
|
2023
Q1 | $1.36M | Buy |
30,668
+1,553
| +5% | +$69K | 0.42% | 29 |
|
|
2022
Q4 | $1.21M | Sell |
29,115
-1,214
| -4% | -$50.5K | 0.43% | 30 |
|
|
2022
Q3 | $1.18M | Sell |
30,329
-1,379
| -4% | -$53.5K | 0.47% | 31 |
|
|
2022
Q2 | $1.29M | Buy |
+31,708
| New | +$1.29M | 0.51% | 30 |
|
|
2022
Q1 | – | Sell |
-34,969
| Closed | -$1.81M | – | 87 |
|
|
2021
Q4 | $1.81M | Sell |
34,969
-2,527
| -7% | -$131K | 0.76% | 27 |
|
|
2021
Q3 | $1.77M | Sell |
37,496
-235
| -0.6% | -$11.1K | 0.81% | 27 |
|
|
2021
Q2 | $1.78M | Buy |
+37,731
| New | +$1.78M | 0.84% | 24 |
|