Elevate 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 | $2.72M | Sell |
40,539
-3,682
| -8% | -$247K | 1.93% | 14 |
|
|
2025
Q1 | $2.67M | Buy |
44,221
+85
| +0.2% | +$5.14K | 1.89% | 15 |
|
|
2024
Q4 | $2.81M | Buy |
44,136
+704
| +2% | +$44.9K | 2.11% | 14 |
|
|
2024
Q3 | $2.7M | Buy |
43,432
+611
| +1% | +$38K | 2.01% | 14 |
|
|
2024
Q2 | $2.52M | Sell |
42,821
-386
| -0.9% | -$22.7K | 2.04% | 14 |
|
|
2024
Q1 | $2.46M | Sell |
43,207
-513
| -1% | -$29.2K | 2.14% | 14 |
|
|
2023
Q4 | $2.27M | Buy |
+43,720
| New | +$2.27M | 2.08% | 14 |
|