Elser Financial Planning’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
$2.87M Hold
42,766
3.57% 9
2025
Q1
$2.59M Sell
42,766
-960,357
-96% -$58.1M 3.58% 7
2024
Q4
$63.9M Buy
1,003,123
+960,357
+2,246% +$61.2M 3.83% 4
2024
Q3
$2.66M Sell
42,766
-927,004
-96% -$57.7M 3.86% 6
2024
Q2
$57.1M Buy
+969,770
New +$57.1M 9.53% 3