Forum Financial 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 | $81.7M | Sell |
1,219,630
-12,816
| -1% | -$859K | 1.24% | 12 |
|
|
2025
Q1 | $74.5M | Sell |
1,232,446
-29,040
| -2% | -$1.76M | 1.23% | 12 |
|
|
2024
Q4 | $80.4M | Buy |
1,261,486
+34,968
| +3% | +$2.23M | 1.33% | 12 |
|
|
2024
Q3 | $76.3M | Sell |
1,226,518
-24,969
| -2% | -$1.55M | 1.27% | 12 |
|
|
2024
Q2 | $73.6M | Sell |
1,251,487
-103,951
| -8% | -$6.12M | 1.33% | 12 |
|
|
2024
Q1 | $77.2M | Sell |
1,355,438
-28,793
| -2% | -$1.64M | 1.32% | 12 |
|
|
2023
Q4 | $71.7M | Sell |
1,384,231
-35,212
| -2% | -$1.83M | 1.35% | 11 |
|
|
2023
Q3 | $66.1M | Sell |
1,419,443
-24,959
| -2% | -$1.16M | 1.46% | 11 |
|
|
2023
Q2 | $69.6M | Buy |
1,444,402
+17,655
| +1% | +$850K | 1.56% | 11 |
|
|
2023
Q1 | $63.4M | Sell |
1,426,747
-11,109
| -0.8% | -$494K | 1.83% | 11 |
|
|
2022
Q4 | $59.8M | Buy |
1,437,856
+102,698
| +8% | +$4.27M | 1.97% | 9 |
|
|
2022
Q3 | $51.8M | Sell |
1,335,158
-12,294
| -0.9% | -$477K | 2.5% | 5 |
|
|
2022
Q2 | $54.9M | Sell |
1,347,452
-14,406
| -1% | -$587K | 2.77% | 5 |
|
|
2022
Q1 | $66.8M | Sell |
1,361,858
-12,355
| -0.9% | -$606K | 3.22% | 5 |
|
|
2021
Q4 | $71M | Buy |
+1,374,213
| New | +$71M | 3.65% | 5 |
|