Cladis Investment Advisory’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 | $470K | Hold |
7,015
| – | – | 0.29% | 93 |
|
|
2025
Q1 | $424K | Sell |
7,015
-425
| -6% | -$25.7K | 0.31% | 87 |
|
|
2024
Q4 | $474K | Sell |
7,440
-1,435
| -16% | -$91.5K | 0.34% | 82 |
|
|
2024
Q3 | $552K | Hold |
8,875
| – | – | 0.38% | 74 |
|
|
2024
Q2 | $522K | Hold |
8,875
| – | – | 0.38% | 77 |
|
|
2024
Q1 | $506K | Hold |
8,875
| – | – | 0.37% | 77 |
|
|
2023
Q4 | $460K | Sell |
8,875
-8
| -0.1% | -$415 | 0.36% | 78 |
|
|
2023
Q3 | $414K | Hold |
8,883
| – | – | 0.36% | 75 |
|
|
2023
Q2 | $428K | Hold |
8,883
| – | – | 0.37% | 78 |
|
|
2023
Q1 | $395K | Hold |
8,883
| – | – | 0.35% | 81 |
|
|
2022
Q4 | $370K | Sell |
8,883
-1,000
| -10% | -$41.6K | 0.37% | 79 |
|
|
2022
Q3 | $384K | Hold |
9,883
| – | – | 0.42% | 78 |
|
|
2022
Q2 | $403K | Hold |
9,883
| – | – | 0.4% | 82 |
|
|
2022
Q1 | $484K | Hold |
9,883
| – | – | 0.39% | 82 |
|
|
2021
Q4 | $511K | Buy |
+9,883
| New | +$511K | 0.41% | 75 |
|