CIAS
CFS Investment Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Buy |
108,430
+6,672
| +7% | +$447K | 0.59% | 41 |
|
|
2025
Q1 | $6.15M | Buy |
101,758
+151
| +0.1% | +$9.13K | 0.55% | 41 |
|
|
2024
Q4 | $6.48M | Sell |
101,607
-2,831
| -3% | -$180K | 0.58% | 39 |
|
|
2024
Q3 | $6.5M | Sell |
104,438
-1,477
| -1% | -$91.9K | 0.55% | 38 |
|
|
2024
Q2 | $6.23M | Buy |
105,915
+531
| +0.5% | +$31.2K | 0.5% | 44 |
|
|
2024
Q1 | $6.01M | Sell |
105,384
-4,677
| -4% | -$267K | 1.01% | 19 |
|
|
2023
Q4 | $5.7M | Buy |
110,061
+2,581
| +2% | +$134K | 1.03% | 18 |
|
|
2023
Q3 | $5M | Buy |
107,480
+39,369
| +58% | +$1.83M | 0.8% | 26 |
|
|
2023
Q2 | $3.28M | Buy |
68,111
+9,028
| +15% | +$435K | 0.42% | 42 |
|
|
2023
Q1 | $2.63M | Buy |
59,083
+21,144
| +56% | +$939K | 0.48% | 37 |
|
|
2022
Q4 | $1.58M | Sell |
37,939
-5,345
| -12% | -$222K | 0.36% | 42 |
|
|
2022
Q3 | $1K | Buy |
+43,284
| New | +$1K | ﹤0.01% | 179 |
|