Clifford Swan Investment Counsel’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 | $914K | Hold |
13,637
| – | – | 0.03% | 180 |
|
|
2025
Q1 | $825K | Hold |
13,637
| – | – | 0.03% | 182 |
|
|
2024
Q4 | $869K | Hold |
13,637
| – | – | 0.03% | 184 |
|
|
2024
Q3 | $848K | Hold |
13,637
| – | – | 0.03% | 188 |
|
|
2024
Q2 | $803K | Hold |
13,637
| – | – | 0.03% | 183 |
|
|
2024
Q1 | $777K | Hold |
13,637
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $707K | Hold |
13,637
| – | – | 0.03% | 191 |
|
|
2023
Q3 | $635K | Hold |
13,637
| – | – | 0.03% | 194 |
|
|
2023
Q2 | $657K | Hold |
13,637
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $606K | Hold |
13,637
| – | – | 0.03% | 202 |
|
|
2022
Q4 | $567K | Buy |
13,637
+4,142
| +44% | +$172K | 0.02% | 200 |
|
|
2022
Q3 | $369K | Hold |
9,495
| – | – | 0.02% | 235 |
|
|
2022
Q2 | $387K | Hold |
9,495
| – | – | 0.02% | 247 |
|
|
2022
Q1 | $465K | Hold |
9,495
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $491K | Hold |
9,495
| – | – | 0.02% | 239 |
|
|
2021
Q3 | $480K | Hold |
9,495
| – | – | 0.02% | 240 |
|
|
2021
Q2 | $458K | Buy |
+9,495
| New | +$458K | 0.02% | 236 |
|