EP
Essential Planning’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Hold |
6,583
| – | – | 0.16% | 51 |
|
|
2025
Q1 | $398K | Sell |
6,583
-529,137
| -99% | -$32M | 0.16% | 52 |
|
|
2024
Q4 | $34.3M | Buy |
535,720
+527,474
| +6,397% | +$33.8M | 0.22% | 40 |
|
|
2024
Q3 | $513K | Hold |
8,246
| – | – | 0.21% | 44 |
|
|
2024
Q2 | $485K | Buy |
8,246
+1,516
| +23% | +$89.2K | 0.21% | 41 |
|
|
2024
Q1 | $349K | Hold |
6,730
| – | – | 0.17% | 46 |
|
|
2023
Q4 | $349K | Buy |
+6,730
| New | +$349K | 0.18% | 46 |
|