Financial Council’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 | $3.24M | Hold |
48,387
| – | – | 1.56% | 15 |
|
|
2025
Q1 | $2.93M | Hold |
48,387
| – | – | 1.58% | 15 |
|
|
2024
Q4 | $3.08M | Hold |
48,387
| – | – | 1.59% | 15 |
|
|
2024
Q3 | $3.01M | Hold |
48,387
| – | – | 1.57% | 15 |
|
|
2024
Q2 | $2.85M | Hold |
48,387
| – | – | 1.59% | 15 |
|
|
2024
Q1 | $2.76M | Sell |
48,387
-7,035
| -13% | -$401K | 1.63% | 16 |
|
|
2023
Q4 | $2.87M | Hold |
55,422
| – | – | 1.93% | 15 |
|
|
2023
Q3 | $2.58M | Hold |
55,422
| – | – | 2.05% | 15 |
|
|
2023
Q2 | $2.67M | Hold |
55,422
| – | – | 2.04% | 15 |
|
|
2023
Q1 | $2.46M | Sell |
55,422
-1,142
| -2% | -$50.7K | 2.01% | 14 |
|
|
2022
Q4 | $2.35M | Hold |
56,564
| – | – | 1.47% | 18 |
|
|
2022
Q3 | $2.2M | Hold |
56,564
| – | – | 2.54% | 12 |
|
|
2022
Q2 | $2.31M | Hold |
56,564
| – | – | 2.88% | 11 |
|
|
2022
Q1 | $2.77M | Hold |
56,564
| – | – | 3.36% | 10 |
|
|
2021
Q4 | $2.92M | Hold |
56,564
| – | – | 3.49% | 10 |
|
|
2021
Q3 | $2.67M | Buy |
+56,564
| New | +$2.67M | 3.77% | 9 |
|