Financial Counselors Inc’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 | – | Sell |
-21,693
| Closed | -$1.31M | – | 147 |
|
2025
Q1 | $1.31M | Sell |
21,693
-345
| -2% | -$20.9K | 0.02% | 306 |
|
2024
Q4 | $1.4M | Buy |
22,038
+7,189
| +48% | +$458K | 0.02% | 297 |
|
2024
Q3 | $924K | Hold |
14,849
| – | – | 0.01% | 359 |
|
2024
Q2 | $874K | Buy |
14,849
+4,031
| +37% | +$237K | 0.01% | 339 |
|
2024
Q1 | $616K | Hold |
10,818
| – | – | 0.01% | 384 |
|
2023
Q4 | $561K | Hold |
10,818
| – | – | 0.01% | 388 |
|
2023
Q3 | $504K | Hold |
10,818
| – | – | 0.01% | 390 |
|
2023
Q2 | $521K | Hold |
10,818
| – | – | 0.01% | 356 |
|
2023
Q1 | $481K | Hold |
10,818
| – | – | 0.01% | 357 |
|
2022
Q4 | $450K | Hold |
10,818
| – | – | 0.01% | 372 |
|
2022
Q3 | $420K | Hold |
10,818
| – | – | 0.01% | 363 |
|
2022
Q2 | $441K | Hold |
10,818
| – | – | 0.01% | 368 |
|
2022
Q1 | $530K | Sell |
10,818
-2,247
| -17% | -$110K | 0.01% | 354 |
|
2021
Q4 | $675K | Hold |
13,065
| – | – | 0.01% | 337 |
|
2021
Q3 | $616K | Buy |
+13,065
| New | +$616K | 0.01% | 350 |
|