Exencial 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
Q3 | $5.37M | Buy |
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|
2025
Q2 | $4.87M | Sell |
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|
2025
Q1 | $4.95M | Buy |
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|
2024
Q4 | $4.84M | Buy |
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|
2024
Q3 | $4.44M | Buy |
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|
2024
Q2 | $4.01M | Buy |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.52M | Buy |
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