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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $940K | Buy |
|
|||||
|
2025
Q2 | $858K | Buy |
|
|||||
|
2025
Q1 | $765K | Sell |
|
|||||
|
2024
Q4 | $835K | Sell |
|
|||||
|
2024
Q3 | $816K | Sell |
|
|||||
|
2024
Q2 | $779K | Sell |
|
|||||
|
2024
Q1 | $902K | Buy |
|
|||||
|
2023
Q4 | $815K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $930K | Sell |
|
|||||
|
2023
Q1 | $885K | Buy |
|
|||||
|
2022
Q4 | $811K | Buy |
|
|||||
|
2022
Q3 | $682K | Buy |
|
|||||
|
2022
Q2 | $658K | Buy |
|
|||||
|
2022
Q1 | $487K | Buy |
|