Clifford Swan Investment Counsel’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 | $988K | Hold |
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|
2025
Q2 | $914K | Hold |
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|
2025
Q1 | $825K | Hold |
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|
2024
Q4 | $869K | Hold |
|
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|
2024
Q3 | $848K | Hold |
|
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|
2024
Q2 | $803K | Hold |
|
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|
2024
Q1 | $777K | Hold |
|
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|
2023
Q4 | $707K | Hold |
|
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|
2023
Q3 | $635K | Hold |
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|
2023
Q2 | $657K | Hold |
|
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|
2023
Q1 | $606K | Hold |
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|
2022
Q4 | $567K | Buy |
|
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $387K | Hold |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $491K | Hold |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $458K | Buy |
|