Badgley Phelps Wealth Managers’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 | $449K | Hold |
6,705
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $406K | Hold |
6,705
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $427K | Hold |
6,705
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $417K | Sell |
6,705
-150
| -2% | -$9.33K | 0.01% | 223 |
|
|
2024
Q2 | $403K | Hold |
6,855
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $391K | Buy |
+6,855
| New | +$391K | 0.01% | 206 |
|