Delap Wealth Advisory’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 | $312K | Buy |
4,658
+150
| +3% | +$10.1K | 0.15% | 65 |
|
|
2025
Q1 | $273K | Hold |
4,508
| – | – | 0.15% | 65 |
|
|
2024
Q4 | $287K | Hold |
4,508
| – | – | 0.17% | 62 |
|
|
2024
Q3 | $280K | Sell |
4,508
-4,508
| -50% | -$280K | 0.18% | 49 |
|
|
2024
Q2 | $531K | Buy |
9,016
+4,508
| +100% | +$265K | 0.24% | 45 |
|
|
2024
Q1 | $257K | Hold |
4,508
| – | – | 0.1% | 189 |
|
|
2023
Q4 | $234K | Sell |
4,508
-97
| -2% | -$5.03K | 0.11% | 84 |
|
|
2023
Q3 | $214K | Hold |
4,605
| – | – | 0.21% | 48 |
|
|
2023
Q2 | $222K | Hold |
4,605
| – | – | 0.22% | 42 |
|
|
2023
Q1 | $205K | Buy |
+4,605
| New | +$205K | 0.21% | 53 |
|