Aspiriant LLC’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 | $273K | Hold |
4,078
| – | – | 0.01% | 268 |
|
2025
Q1 | $247K | Hold |
4,078
| – | – | 0.01% | 263 |
|
2024
Q4 | $260K | Hold |
4,078
| – | – | 0.01% | 250 |
|
2024
Q3 | $254K | Hold |
4,078
| – | – | 0.01% | 252 |
|
2024
Q2 | $240K | Hold |
4,078
| – | – | 0.01% | 256 |
|
2024
Q1 | $232K | Hold |
4,078
| – | – | 0.01% | 290 |
|
2023
Q4 | $211K | Buy |
+4,078
| New | +$211K | 0.01% | 291 |
|
2022
Q3 | – | Sell |
-5,684
| Closed | -$233K | – | 266 |
|
2022
Q2 | $233K | Sell |
5,684
-540
| -9% | -$22.1K | 0.01% | 243 |
|
2022
Q1 | $304K | Sell |
6,224
-2,467
| -28% | -$120K | 0.02% | 222 |
|
2021
Q4 | $449K | Buy |
+8,691
| New | +$449K | 0.02% | 185 |
|