Avantax Advisory Services’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 | $5.03M | Sell |
75,052
-1,739
| -2% | -$117K | 0.03% | 447 |
|
|
2025
Q1 | $4.64M | Buy |
76,791
+6,972
| +10% | +$422K | 0.03% | 435 |
|
|
2024
Q4 | $4.45M | Buy |
69,819
+3,915
| +6% | +$250K | 0.03% | 439 |
|
|
2024
Q3 | $4.1M | Buy |
65,904
+1,863
| +3% | +$116K | 0.03% | 447 |
|
|
2024
Q2 | $3.77M | Buy |
64,041
+25,521
| +66% | +$1.5M | 0.03% | 453 |
|
|
2024
Q1 | $2.19M | Buy |
38,520
+8,893
| +30% | +$507K | 0.02% | 519 |
|
|
2023
Q4 | $1.54M | Buy |
29,627
+4,855
| +20% | +$252K | 0.02% | 585 |
|
|
2023
Q3 | $1.15M | Sell |
24,772
-2,346
| -9% | -$109K | 0.01% | 625 |
|
|
2023
Q2 | $1.31M | Buy |
27,118
+2,021
| +8% | +$97.3K | 0.01% | 587 |
|
|
2023
Q1 | $1.12M | Sell |
25,097
-1,400
| -5% | -$62.2K | 0.01% | 633 |
|
|
2022
Q4 | $1.1M | Sell |
26,497
-3,498
| -12% | -$146K | 0.01% | 611 |
|
|
2022
Q3 | $1.16M | Buy |
29,995
+2,415
| +9% | +$93.7K | 0.02% | 515 |
|
|
2022
Q2 | $1.12M | Buy |
27,580
+6,274
| +29% | +$256K | 0.02% | 512 |
|
|
2022
Q1 | $1.05M | Buy |
21,306
+509
| +2% | +$25K | 0.01% | 532 |
|
|
2021
Q4 | $1.08M | Buy |
20,797
+7,290
| +54% | +$377K | 0.02% | 521 |
|
|
2021
Q3 | $636K | Sell |
13,507
-192
| -1% | -$9.04K | 0.01% | 628 |
|
|
2021
Q2 | $646K | Buy |
+13,699
| New | +$646K | 0.01% | 606 |
|