Capital Investment Advisory Services’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
2026 Q1	$44.1K	Sell	622 -49	-7%	-$3.63K	﹤0.01%	880
2025 Q4	$49.8K	Sell	671 -81	-11%	-$5.95K	﹤0.01%	829
2025 Q3	$54.5K	Sell	752 -42	-5%	-$2.93K	﹤0.01%	761
2025 Q2	$53.2K	Sell	794 -16	-2%	-$991	﹤0.01%	738
2025 Q1	$49K	Buy	810 +73	+10%	+$4.67K	﹤0.01%	709
2024 Q4	$47K	Sell	737 -70	-9%	-$4.49K	﹤0.01%	663
2024 Q3	$50.2K	Sell	807 -27	-3%	-$1.62K	﹤0.01%	681
2024 Q2	$49.1K	Sell	834 -689	-45%	-$39.2K	0.01%	664
2024 Q1	$86.8K	Sell	1,523 -5,691	-79%	-$308K	0.01%	581
2023 Q4	$374K	Sell	7,214 -2,115	-23%	-$102K	0.03%	364
2023 Q3	$434K	Sell	9,329 -48	-0.5%	-$2.32K	0.04%	306
2023 Q2	$452K	Sell	9,377 -172	-2%	-$7.82K	0.04%	289
2023 Q1	$424K	Hold	9,549	–	–	0.05%	287
2022 Q4	$397K	Sell	9,549 -5	-0.1%	-$209	0.05%	320
2022 Q3	$371K	Sell	9,554 -594	-6%	-$25.5K	0.05%	308
2022 Q2	$414K	Sell	10,148 -795	-7%	-$35.2K	0.05%	290
2022 Q1	$536K	Buy	10,943 +30	+0.3%	+$1.45K	0.06%	270
2021 Q4	$564K	Sell	10,913 -930	-8%	-$46.7K	0.07%	257
2021 Q3	$559K	Sell	11,843 -4,198	-26%	-$203K	0.07%	247
2021 Q2	$756K	Buy	+16,041	New	+$748K	0.1%	206