EP Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
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|
2025
Q1 | $3.53M | Sell |
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|
2024
Q4 | $4.17M | Buy |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.61M | Hold |
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|
2023
Q1 | $45.4M | Buy |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $899K | Sell |
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|
2022
Q2 | $989K | Sell |
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|
2022
Q1 | $1.21M | Buy |
|