Capital Investment Advisory Services’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 | $53.2K | Sell |
794
-16
| -2% | -$1.07K | ﹤0.01% | 738 |
|
2025
Q1 | $49K | Buy |
810
+73
| +10% | +$4.42K | ﹤0.01% | 709 |
|
2024
Q4 | $47K | Sell |
737
-70
| -9% | -$4.46K | ﹤0.01% | 663 |
|
2024
Q3 | $50.2K | Sell |
807
-27
| -3% | -$1.68K | ﹤0.01% | 681 |
|
2024
Q2 | $49.1K | Sell |
834
-689
| -45% | -$40.5K | 0.01% | 664 |
|
2024
Q1 | $86.8K | Sell |
1,523
-5,691
| -79% | -$324K | 0.01% | 581 |
|
2023
Q4 | $374K | Sell |
7,214
-2,115
| -23% | -$110K | 0.03% | 357 |
|
2023
Q3 | $434K | Sell |
9,329
-48
| -0.5% | -$2.23K | 0.04% | 298 |
|
2023
Q2 | $452K | Sell |
9,377
-172
| -2% | -$8.28K | 0.04% | 289 |
|
2023
Q1 | $424K | Hold |
9,549
| – | – | 0.05% | 287 |
|
2022
Q4 | $397K | Sell |
9,549
-5
| -0.1% | -$208 | 0.05% | 320 |
|
2022
Q3 | $371K | Sell |
9,554
-594
| -6% | -$23.1K | 0.05% | 308 |
|
2022
Q2 | $414K | Sell |
10,148
-795
| -7% | -$32.4K | 0.05% | 290 |
|
2022
Q1 | $536K | Buy |
10,943
+30
| +0.3% | +$1.47K | 0.06% | 270 |
|
2021
Q4 | $564K | Sell |
10,913
-930
| -8% | -$48.1K | 0.07% | 257 |
|
2021
Q3 | $559K | Sell |
11,843
-4,198
| -26% | -$198K | 0.07% | 247 |
|
2021
Q2 | $756K | Buy |
+16,041
| New | +$756K | 0.1% | 206 |
|