CFO
CVA Family Office’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
69,131
-24,436
| -26% | -$1.64M | 0.65% | 38 |
|
|
2025
Q1 | $5.66M | Buy |
93,567
+14,189
| +18% | +$858K | 0.87% | 31 |
|
|
2024
Q4 | $5.06M | Sell |
79,378
-14,590
| -16% | -$930K | 0.8% | 34 |
|
|
2024
Q3 | $5.84M | Buy |
93,968
+45,949
| +96% | +$2.86M | 0.95% | 27 |
|
|
2024
Q2 | $2.83M | Buy |
48,019
+759
| +2% | +$44.7K | 0.51% | 42 |
|
|
2024
Q1 | $2.69M | Buy |
47,260
+1,897
| +4% | +$108K | 0.48% | 44 |
|
|
2023
Q4 | $2.35M | Buy |
45,363
+204
| +0.5% | +$10.6K | 0.46% | 43 |
|
|
2023
Q3 | $2.1M | Sell |
45,159
-7,537
| -14% | -$351K | 0.48% | 44 |
|
|
2023
Q2 | $2.54M | Buy |
52,696
+177
| +0.3% | +$8.52K | 0.53% | 39 |
|
|
2023
Q1 | $2.33M | Buy |
52,519
+163
| +0.3% | +$7.24K | 0.52% | 38 |
|
|
2022
Q4 | $2.18M | Sell |
52,356
-8,949
| -15% | -$372K | 0.53% | 38 |
|
|
2022
Q3 | $2.38M | Sell |
61,305
-8,460
| -12% | -$328K | 0.65% | 39 |
|
|
2022
Q2 | $2.84M | Sell |
69,765
-6,651
| -9% | -$271K | 0.77% | 32 |
|
|
2022
Q1 | $3.75M | Buy |
76,416
+19,933
| +35% | +$977K | 0.9% | 27 |
|
|
2021
Q4 | $2.92M | Buy |
+56,483
| New | +$2.92M | 0.73% | 32 |
|
|
2021
Q3 | – | Sell |
-51,258
| Closed | -$2.42M | – | 487 |
|
|
2021
Q2 | $2.42M | Buy |
+51,258
| New | +$2.42M | 0.69% | 32 |
|