Ascent Group’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 | $277K | Sell |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $367K | Sell |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $535K | Sell |
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|
2022
Q2 | $576K | Buy |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $564K | Buy |
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