CPA
Capital Performance Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
181,909
+12,692
| +8% | +$851K | 2.39% | 8 |
|
|
2025
Q1 | $10.2M | Buy |
169,217
+4,184
| +3% | +$253K | 2.25% | 9 |
|
|
2024
Q4 | $10.5M | Buy |
165,033
+2,588
| +2% | +$165K | 3.36% | 7 |
|
|
2024
Q3 | $10.1M | Buy |
162,445
+6,675
| +4% | +$415K | 3.07% | 7 |
|
|
2024
Q2 | $9.17M | Buy |
155,770
+912
| +0.6% | +$53.7K | 3.48% | 7 |
|
|
2024
Q1 | $8.82M | Sell |
154,858
-2,174
| -1% | -$124K | 3.37% | 8 |
|
|
2023
Q4 | $8.14M | Buy |
157,032
+12,115
| +8% | +$628K | 3.52% | 8 |
|
|
2023
Q3 | $6.75M | Sell |
144,917
-1,263
| -0.9% | -$58.8K | 3.43% | 8 |
|
|
2023
Q2 | $7.04M | Buy |
146,180
+1,180
| +0.8% | +$56.8K | 3.47% | 8 |
|
|
2023
Q1 | $6.44M | Sell |
145,000
-4,925
| -3% | -$219K | 3.46% | 8 |
|
|
2022
Q4 | $6.24M | Buy |
149,925
+137
| +0.1% | +$5.7K | 3.58% | 8 |
|
|
2022
Q3 | $5.82M | Sell |
149,788
-1,054
| -0.7% | -$40.9K | 3.75% | 8 |
|
|
2022
Q2 | $6.15M | Buy |
150,842
+223
| +0.1% | +$9.09K | 3.78% | 8 |
|
|
2022
Q1 | $7.38M | Buy |
150,619
+381
| +0.3% | +$18.7K | 4.21% | 7 |
|
|
2021
Q4 | $7.02M | Buy |
+150,238
| New | +$7.02M | 4.25% | 7 |
|