Envision 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 | $10.4M | Sell |
155,640
-1,494
| -1% | -$100K | 4.88% | 10 |
|
|
2025
Q1 | $9.5M | Sell |
157,134
-7,680
| -5% | -$464K | 4.84% | 10 |
|
|
2024
Q4 | $10.5M | Sell |
164,814
-559
| -0.3% | -$35.6K | 5.43% | 9 |
|
|
2024
Q3 | $10.3M | Sell |
165,373
-510
| -0.3% | -$31.7K | 5.42% | 9 |
|
|
2024
Q2 | $9.76M | Sell |
165,883
-2,648
| -2% | -$156K | 7.46% | 6 |
|
|
2024
Q1 | $9.6M | Sell |
168,531
-945
| -0.6% | -$53.8K | 7.75% | 6 |
|
|
2023
Q4 | $8.78M | Sell |
169,476
-3,361
| -2% | -$174K | 7.69% | 5 |
|
|
2023
Q3 | $8.05M | Buy |
+172,837
| New | +$8.05M | 7.97% | 6 |
|