Eldridge Investment Advisors’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 | $1.13M | Hold |
16,915
| – | – | 0.24% | 69 |
|
|
2025
Q1 | $1.02M | Hold |
16,915
| – | – | 0.24% | 77 |
|
|
2024
Q4 | $1.08M | Sell |
16,915
-4,600
| -21% | -$293K | 0.25% | 76 |
|
|
2024
Q3 | $1.34M | Hold |
21,515
| – | – | 0.31% | 63 |
|
|
2024
Q2 | $1.27M | Hold |
21,515
| – | – | 0.32% | 67 |
|
|
2024
Q1 | $1.23M | Hold |
21,515
| – | – | 0.31% | 68 |
|
|
2023
Q4 | $1.12M | Hold |
21,515
| – | – | 0.29% | 73 |
|
|
2023
Q3 | $1M | Hold |
21,515
| – | – | 0.33% | 61 |
|
|
2023
Q2 | $1.04M | Buy |
21,515
+300
| +1% | +$14.4K | 0.34% | 59 |
|
|
2023
Q1 | $943K | Hold |
21,215
| – | – | 0.33% | 60 |
|
|
2022
Q4 | $883K | Sell |
21,215
-153
| -0.7% | -$6.37K | 0.31% | 59 |
|
|
2022
Q3 | $830K | Hold |
21,368
| – | – | 0.32% | 52 |
|
|
2022
Q2 | $871K | Hold |
21,368
| – | – | 0.33% | 52 |
|
|
2022
Q1 | $1.05M | Sell |
21,368
-758
| -3% | -$37.1K | 0.35% | 49 |
|
|
2021
Q4 | $1.14M | Buy |
22,126
+200
| +0.9% | +$10.3K | 0.38% | 45 |
|
|
2021
Q3 | $1.03M | Buy |
21,926
+1
| +0% | +$47 | 0.37% | 43 |
|
|
2021
Q2 | $1.03M | Buy |
+21,925
| New | +$1.03M | 0.37% | 44 |
|