EP Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
33,442
-24,987
| -43% | -$1.67M | 0.01% | 391 |
|
|
2025
Q1 | $3.53M | Sell |
58,429
-6,910
| -11% | -$418K | 0.03% | 269 |
|
|
2024
Q4 | $4.17M | Buy |
65,339
+37,362
| +134% | +$2.38M | 0.03% | 241 |
|
|
2024
Q3 | $1.74M | Sell |
27,977
-80
| -0.3% | -$4.98K | 0.02% | 384 |
|
|
2024
Q2 | $1.65M | Sell |
28,057
-175
| -0.6% | -$10.3K | 0.02% | 311 |
|
|
2024
Q1 | $1.61M | Sell |
28,232
-10,147
| -26% | -$578K | 0.02% | 299 |
|
|
2023
Q4 | $1.99M | Buy |
38,379
+4,570
| +14% | +$237K | 0.03% | 256 |
|
|
2023
Q3 | $1.57M | Sell |
33,809
-1,789,004
| -98% | -$83.3M | 0.02% | 265 |
|
|
2023
Q2 | $1.61M | Hold |
1,822,813
| – | – | 0.02% | 273 |
|
|
2023
Q1 | $45.4M | Buy |
1,822,813
+1,803,659
| +9,417% | +$45M | 0.78% | 30 |
|
|
2022
Q4 | $797K | Sell |
19,154
-4,015
| -17% | -$167K | 0.01% | 320 |
|
|
2022
Q3 | $899K | Sell |
23,169
-1,098
| -5% | -$42.6K | 0.02% | 244 |
|
|
2022
Q2 | $989K | Sell |
24,267
-419
| -2% | -$17.1K | 0.02% | 263 |
|
|
2022
Q1 | $1.21M | Buy |
+24,686
| New | +$1.21M | 0.03% | 249 |
|