Beaird Harris 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
Q2 | $3.63M | Sell |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $2.88M | Hold |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $981K | Buy |
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|
2022
Q2 | $925K | Buy |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $2.58M | Buy |
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