Biltmore Family Office’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 | $1.8M | Hold |
26,815
| – | – | 0.3% | 64 |
|
|
2025
Q1 | $1.62M | Hold |
26,815
| – | – | 0.28% | 64 |
|
|
2024
Q4 | $1.71M | Sell |
26,815
-451
| -2% | -$28.8K | 0.29% | 62 |
|
|
2024
Q3 | $1.7M | Hold |
27,266
| – | – | 0.29% | 61 |
|
|
2024
Q2 | $1.6M | Hold |
27,266
| – | – | 0.3% | 59 |
|
|
2024
Q1 | $1.55M | Hold |
27,266
| – | – | 0.31% | 60 |
|
|
2023
Q4 | $1.41M | Sell |
27,266
-215
| -0.8% | -$11.1K | 0.29% | 57 |
|
|
2023
Q3 | $1.28M | Hold |
27,481
| – | – | 0.29% | 58 |
|
|
2023
Q2 | $1.32M | Buy |
27,481
+180
| +0.7% | +$8.67K | 0.28% | 56 |
|
|
2023
Q1 | $1.21M | Hold |
27,301
| – | – | 0.26% | 60 |
|
|
2022
Q4 | $1.14M | Hold |
27,301
| – | – | 0.23% | 62 |
|
|
2022
Q3 | $1.06M | Hold |
27,301
| – | – | 0.24% | 59 |
|
|
2022
Q2 | $1.11M | Hold |
27,301
| – | – | 0.28% | 61 |
|
|
2022
Q1 | $1.34M | Sell |
27,301
-208
| -0.8% | -$10.2K | 0.29% | 56 |
|
|
2021
Q4 | $1.42M | Hold |
27,509
| – | – | 0.27% | 59 |
|
|
2021
Q3 | $1.3M | Sell |
27,509
-520
| -2% | -$24.5K | 0.31% | 54 |
|
|
2021
Q2 | $1.32M | Buy |
+28,029
| New | +$1.32M | 0.37% | 42 |
|