Client 1st Advisory Group’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
$252K Hold
2025
Q2
$233K Hold
2025
Q1
$210K Sell
2024
Q4
$443K Hold
2024
Q3
$432K Buy