Corient Private Wealth’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
Q2 | $116M | Sell |
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|
2025
Q1 | $117M | Buy |
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|
2024
Q4 | $101M | Sell |
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|
2024
Q3 | $102M | Sell |
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|
2024
Q2 | $97M | Buy |
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|
2024
Q1 | $93.1M | Sell |
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|
2023
Q4 | $86M | Sell |
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|
2023
Q3 | $80M | Sell |
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|
2023
Q2 | $84.2M | Buy |
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|
2023
Q1 | $77M | Buy |
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|
2022
Q4 | $71.3M | Buy |
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