Falcon Wealth Planning’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 | $1.76M | Hold |
26,205
| – | – | 0.18% | 53 |
|
|
2025
Q1 | $1.58M | Hold |
26,205
| – | – | 0.18% | 54 |
|
|
2024
Q4 | $1.67M | Hold |
26,205
| – | – | 0.19% | 56 |
|
|
2024
Q3 | $1.63M | Hold |
26,205
| – | – | 0.19% | 51 |
|
|
2024
Q2 | $1.54M | Hold |
26,205
| – | – | 0.2% | 49 |
|
|
2024
Q1 | $1.49M | Hold |
26,205
| – | – | 0.24% | 48 |
|
|
2023
Q4 | $1.36M | Hold |
26,205
| – | – | 0.24% | 45 |
|
|
2023
Q3 | $1.22M | Hold |
26,205
| – | – | 0.26% | 35 |
|
|
2023
Q2 | $1.26M | Hold |
26,205
| – | – | 0.28% | 35 |
|
|
2023
Q1 | $1.16M | Hold |
26,205
| – | – | 0.29% | 37 |
|
|
2022
Q4 | $1.09M | Sell |
26,205
-386
| -1% | -$16.1K | 0.31% | 35 |
|
|
2022
Q3 | $1.03M | Hold |
26,591
| – | – | 0.34% | 28 |
|
|
2022
Q2 | $1.08M | Sell |
26,591
-7,949
| -23% | -$324K | 0.37% | 32 |
|
|
2022
Q1 | $1.69M | Hold |
34,540
| – | – | 0.53% | 23 |
|
|
2021
Q4 | $1.79M | Sell |
34,540
-377
| -1% | -$19.5K | 0.58% | 21 |
|
|
2021
Q3 | $1.65M | Buy |
34,917
+5,834
| +20% | +$275K | 0.63% | 21 |
|
|
2021
Q2 | $1.37M | Buy |
+29,083
| New | +$1.37M | 0.59% | 23 |
|