Cassaday & Co 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
Q3 | $411K | Hold |
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|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $343K | Hold |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $236K | Buy |
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