Evoke Wealth’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 | $826K | Buy |
12,322
+951
| +8% | +$63.7K | 0.02% | 251 |
|
2025
Q1 | $688K | Hold |
11,371
| – | – | 0.02% | 232 |
|
2024
Q4 | $725K | Hold |
11,371
| – | – | 0.02% | 213 |
|
2024
Q3 | $707K | Hold |
11,371
| – | – | 0.02% | 214 |
|
2024
Q2 | $669K | Hold |
11,371
| – | – | 0.79% | 24 |
|
2024
Q1 | $648K | Hold |
11,371
| – | – | 0.02% | 214 |
|
2023
Q4 | $589K | Buy |
+11,371
| New | +$589K | 0.96% | 19 |
|