C1AG
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Client 1st Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History

Client 1st Advisory Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$233K Hold
3,476
– – 0.08% 116
2025
Q1 		$210K Sell
3,476
-3,475
-50% -$210K 0.08% 125
2024
Q4 		$443K Hold
6,951
– – 0.17% 69
2024
Q3 		$432K Buy
+6,951
New +$432K 0.17% 71