Focused Wealth Management’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 | $364K | Buy |
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|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $222K | Buy |
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