Evergreen Capital Management’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
Q3 | $502K | Hold |
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|
2025
Q2 | $465K | Hold |
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|
2025
Q1 | $419K | Hold |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $477K | Buy |
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