Baron Silver Stevens Financial Advisors’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 | $448K | Hold |
6,684
| – | – | 0.07% | 83 |
|
|
2025
Q1 | $404K | Hold |
6,684
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $426K | Hold |
6,684
| – | – | 0.07% | 77 |
|
|
2024
Q3 | $416K | Hold |
6,684
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $393K | Hold |
6,684
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $381K | Hold |
6,684
| – | – | 0.07% | 82 |
|
|
2023
Q4 | $346K | Hold |
6,684
| – | – | 0.07% | 75 |
|
|
2023
Q3 | $311K | Hold |
6,684
| – | – | 0.07% | 77 |
|
|
2023
Q2 | $322K | Hold |
6,684
| – | – | 0.07% | 77 |
|
|
2023
Q1 | $297K | Hold |
6,684
| – | – | 0.08% | 74 |
|
|
2022
Q4 | $278K | Buy |
+6,684
| New | +$278K | 0.07% | 75 |
|
|
2022
Q2 | – | Sell |
-4,354
| Closed | -$213K | – | 106 |
|
|
2022
Q1 | $213K | Hold |
4,354
| – | – | 0.05% | 92 |
|
|
2021
Q4 | $225K | Hold |
4,354
| – | – | 0.05% | 77 |
|
|
2021
Q3 | $205K | Hold |
4,354
| – | – | 0.05% | 74 |
|
|
2021
Q2 | $205K | Buy |
+4,354
| New | +$205K | 0.06% | 85 |
|