FMB Wealth Management’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 | $7.46M | Buy |
111,342
+3,046
| +3% | +$204K | 3.55% | 7 |
|
|
2025
Q1 | $6.55M | Sell |
108,296
-13,896
| -11% | -$840K | 3.62% | 7 |
|
|
2024
Q4 | $7.79M | Sell |
122,192
-306
| -0.2% | -$19.5K | 4.39% | 6 |
|
|
2024
Q3 | $7.62M | Buy |
122,498
+480
| +0.4% | +$29.9K | 4.31% | 6 |
|
|
2024
Q2 | $7.18M | Sell |
122,018
-86
| -0.1% | -$5.06K | 5.46% | 4 |
|
|
2024
Q1 | $6.96M | Buy |
122,104
+1,883
| +2% | +$107K | 5.55% | 4 |
|
|
2023
Q4 | $6.23M | Sell |
120,221
-606
| -0.5% | -$31.4K | 5.69% | 4 |
|
|
2023
Q3 | $5.62M | Buy |
120,827
+13,925
| +13% | +$648K | 6.04% | 4 |
|
|
2023
Q2 | $5.15M | Sell |
106,902
-29
| -0% | -$1.4K | 5.47% | 5 |
|
|
2023
Q1 | $4.75M | Buy |
106,931
+1,080
| +1% | +$48K | 5.67% | 4 |
|
|
2022
Q4 | $4.4M | Buy |
+105,851
| New | +$4.4M | 5.67% | 4 |
|