Delap Wealth Advisory’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 | $427K | Buy |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $531K | Buy |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $205K | Buy |
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