Baron Silver Stevens Financial Advisors’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 | $484K | Hold |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $225K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $205K | Buy |
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