EnRich Financial Partners’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
$6.56M Buy
97,873
+7,764
+9% +$520K 2.01% 15
2025
Q1
$5.45M Sell
90,109
-1,836
-2% -$111K 1.83% 16
2024
Q4
$5.86M Sell
91,945
-909
-1% -$57.9K 1.95% 15
2024
Q3
$5.78M Sell
92,854
-95
-0.1% -$5.91K 1.93% 16
2024
Q2
$5.47M Sell
92,949
-157
-0.2% -$9.24K 2.01% 16
2024
Q1
$5.31M Sell
93,106
-168
-0.2% -$9.57K 1.99% 16
2023
Q4
$4.83M Buy
+93,274
New +$4.83M 2.02% 16