Cladis Investment Advisory’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 | $508K | Hold |
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|
2025
Q2 | $470K | Hold |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $474K | Sell |
|
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|
2024
Q3 | $552K | Hold |
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|
2024
Q2 | $522K | Hold |
|
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $428K | Hold |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $403K | Hold |
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|
2022
Q1 | $484K | Hold |
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|
2021
Q4 | $511K | Buy |
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