Forum Financial 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 | $87.8M | Sell |
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|
2025
Q2 | $81.7M | Sell |
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|
2025
Q1 | $74.5M | Sell |
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|
2024
Q4 | $80.4M | Buy |
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|
2024
Q3 | $76.3M | Sell |
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|
2024
Q2 | $73.6M | Sell |
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|
2024
Q1 | $77.2M | Sell |
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|
2023
Q4 | $71.7M | Sell |
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|
2023
Q3 | $66.1M | Sell |
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|
2023
Q2 | $69.6M | Buy |
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|
2023
Q1 | $63.4M | Sell |
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|
2022
Q4 | $59.8M | Buy |
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|
2022
Q3 | $51.8M | Sell |
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|
2022
Q2 | $54.9M | Sell |
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|
2022
Q1 | $66.8M | Sell |
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|
2021
Q4 | $71M | Buy |
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