FRG Family Wealth Advisors’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 | $335K | Hold |
4,993
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $302K | Hold |
4,993
| – | – | 0.06% | 128 |
|
|
2024
Q4 | $318K | Hold |
4,993
| – | – | 0.06% | 122 |
|
|
2024
Q3 | $311K | Hold |
4,993
| – | – | 0.06% | 126 |
|
|
2024
Q2 | $282K | Hold |
4,993
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $273K | Hold |
4,993
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $259K | Hold |
4,993
| – | – | 0.05% | 131 |
|
|
2023
Q3 | $232K | Hold |
4,993
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $240K | Hold |
4,993
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $222K | Hold |
4,993
| – | – | 0.05% | 136 |
|
|
2022
Q4 | $208K | Buy |
+4,993
| New | +$208K | 0.05% | 137 |
|
|
2022
Q3 | – | Sell |
-4,993
| Closed | -$203K | – | 139 |
|
|
2022
Q2 | $203K | Hold |
4,993
| – | – | 0.05% | 137 |
|
|
2022
Q1 | $245K | Hold |
4,993
| – | – | 0.05% | 136 |
|
|
2021
Q4 | $258K | Buy |
+4,993
| New | +$258K | 0.05% | 133 |
|