CA
Claris 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 | $15.4M | Sell |
229,443
-20,749
| -8% | -$1.39M | 5.35% | 6 |
|
|
2025
Q1 | $15.1M | Buy |
250,192
+23,314
| +10% | +$1.41M | 5.64% | 5 |
|
|
2024
Q4 | $14.5M | Buy |
226,878
+501
| +0.2% | +$31.9K | 5.44% | 5 |
|
|
2024
Q3 | $14.1M | Buy |
226,377
+26
| +0% | +$1.62K | 6.11% | 5 |
|
|
2024
Q2 | $13.3M | Buy |
226,351
+35
| +0% | +$2.06K | 6.86% | 4 |
|
|
2024
Q1 | $12.9M | Sell |
226,316
-4,116
| -2% | -$235K | 6.5% | 5 |
|
|
2023
Q4 | $11.9M | Buy |
230,432
+4,447
| +2% | +$230K | 6.61% | 5 |
|
|
2023
Q3 | $10.5M | Buy |
225,985
+685
| +0.3% | +$31.9K | 6.72% | 6 |
|
|
2023
Q2 | $10.9M | Buy |
225,300
+534
| +0.2% | +$25.7K | 7.52% | 5 |
|
|
2023
Q1 | $9.99M | Buy |
224,766
+3,177
| +1% | +$141K | 7.41% | 5 |
|
|
2022
Q4 | $9.22M | Sell |
221,589
-7,314
| -3% | -$304K | 8.75% | 4 |
|
|
2022
Q3 | $8.89M | Buy |
228,903
+7,500
| +3% | +$291K | 10.21% | 3 |
|
|
2022
Q2 | $9.02M | Buy |
221,403
+1,968
| +0.9% | +$80.2K | 9.76% | 4 |
|
|
2022
Q1 | $10.8M | Buy |
219,435
+2,520
| +1% | +$124K | 11.47% | 2 |
|
|
2021
Q4 | $11.2M | Buy |
+216,915
| New | +$11.2M | 11.87% | 2 |
|