Clearstead Advisors’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	$5.53M	Sell	82,445 -4,524	-5%	-$303K	0.08%	182
2025 Q1	$5.26M	Sell	86,969 -4,004	-4%	-$242K	0.08%	177
2024 Q4	$5.8M	Sell	90,973 -731	-0.8%	-$46.6K	0.09%	166
2024 Q3	$5.7M	Sell	91,704 -1,230	-1%	-$76.5K	0.09%	174
2024 Q2	$5.47M	Buy	+92,934	New	+$5.47M	0.09%	169