Forum Private Client Group’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
2026 Q1	$952K	Buy	13,427 +639	+5%	+$47.4K	0.32%	35
2025 Q4	$948K	Sell	12,788 -191	-1%	-$14K	0.32%	35
2025 Q3	$940K	Buy	12,979 +183	+1%	+$12.8K	0.34%	34
2025 Q2	$858K	Buy	12,796 +152	+1%	+$9.41K	0.33%	33
2025 Q1	$765K	Sell	12,644 -450	-3%	-$28.8K	0.33%	34
2024 Q4	$835K	Sell	13,094 -18	-0.1%	-$1.15K	0.37%	35
2024 Q3	$816K	Sell	13,112 -122	-0.9%	-$7.3K	0.36%	34
2024 Q2	$779K	Sell	13,234 -2,602	-16%	-$148K	0.37%	35
2024 Q1	$902K	Buy	15,836 +109	+0.7%	+$5.9K	0.44%	33
2023 Q4	$815K	Buy	+15,727	New	+$761K	0.43%	36
2023 Q3	–	Sell	-19,307	Closed	-$930K	–	18
2023 Q2	$930K	Sell	19,307 -612	-3%	-$27.8K	0.53%	34
2023 Q1	$885K	Buy	19,919 +420	+2%	+$18.2K	0.56%	34
2022 Q4	$811K	Buy	19,499 +1,937	+11%	+$81K	0.56%	35
2022 Q3	$682K	Buy	17,562 +1,418	+9%	+$61K	0.51%	37
2022 Q2	$658K	Buy	16,144 +6,209	+62%	+$275K	0.48%	38
2022 Q1	$487K	Buy	+9,935	New	+$480K	0.38%	45