Evergreen Capital Management’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 | $465K | Hold |
6,933
| – | – | 0.01% | 581 |
|
|
2025
Q1 | $419K | Hold |
6,933
| – | – | 0.01% | 576 |
|
|
2024
Q4 | $442K | Buy |
6,933
+1,634
| +31% | +$104K | 0.01% | 552 |
|
|
2024
Q3 | $330K | Hold |
5,299
| – | – | 0.01% | 667 |
|
|
2024
Q2 | $312K | Hold |
5,299
| – | – | 0.01% | 649 |
|
|
2024
Q1 | $302K | Hold |
5,299
| – | – | 0.01% | 626 |
|
|
2023
Q4 | $275K | Hold |
5,299
| – | – | 0.01% | 632 |
|
|
2023
Q3 | $247K | Hold |
5,299
| – | – | 0.01% | 629 |
|
|
2023
Q2 | $255K | Hold |
5,299
| – | – | 0.01% | 622 |
|
|
2023
Q1 | $235K | Hold |
5,299
| – | – | 0.01% | 605 |
|
|
2022
Q4 | $220K | Hold |
5,299
| – | – | 0.01% | 578 |
|
|
2022
Q3 | $206K | Sell |
5,299
-6,399
| -55% | -$249K | 0.01% | 552 |
|
|
2022
Q2 | $477K | Buy |
+11,698
| New | +$477K | 0.02% | 339 |
|