Baker Tilly Wealth Management’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 | $9.47M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $254K | Buy |
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