FIA
Foundations Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
3,320
-1,600
| -33% | -$107K | ﹤0.01% | 852 |
|
|
2025
Q1 | $298K | Sell |
4,920
-847
| -15% | -$51.2K | 0.01% | 713 |
|
|
2024
Q4 | $368K | Buy |
5,767
+1,125
| +24% | +$71.7K | 0.01% | 605 |
|
|
2024
Q3 | $289K | Hold |
4,642
| – | – | 0.01% | 643 |
|
|
2024
Q2 | $273K | Buy |
4,642
+136
| +3% | +$8K | 0.01% | 630 |
|
|
2024
Q1 | $257K | Buy |
4,506
+317
| +8% | +$18.1K | 0.01% | 620 |
|
|
2023
Q4 | $223K | Buy |
+4,189
| New | +$223K | 0.01% | 621 |
|