Geneos Wealth Management’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 | $976K | Sell |
14,569
-28,334
| -66% | -$1.9M | 0.02% | 539 |
|
|
2025
Q1 | $2.59M | Buy |
42,903
+26,390
| +160% | +$1.6M | 0.04% | 426 |
|
|
2024
Q4 | $1.05M | Buy |
16,513
+982
| +6% | +$62.6K | 0.04% | 412 |
|
|
2024
Q3 | $966K | Buy |
15,531
+491
| +3% | +$30.5K | 0.04% | 415 |
|
|
2024
Q2 | $885K | Hold |
15,040
| – | – | 0.04% | 384 |
|
|
2024
Q1 | $857K | Sell |
15,040
-1,233
| -8% | -$70.3K | 0.04% | 377 |
|
|
2023
Q4 | $843K | Sell |
16,273
-300
| -2% | -$15.5K | 0.04% | 357 |
|
|
2023
Q3 | $771K | Hold |
16,573
| – | – | 0.04% | 365 |
|
|
2023
Q2 | $798K | Hold |
16,573
| – | – | 0.04% | 360 |
|
|
2023
Q1 | $736K | Hold |
16,573
| – | – | 0.04% | 362 |
|
|
2022
Q4 | $690K | Buy |
16,573
+218
| +1% | +$9.07K | 0.04% | 354 |
|
|
2022
Q3 | $634K | Hold |
16,355
| – | – | 0.04% | 341 |
|
|
2022
Q2 | $673K | Sell |
16,355
-143
| -0.9% | -$5.88K | 0.03% | 420 |
|
|
2022
Q1 | $808K | Buy |
+16,498
| New | +$808K | 0.03% | 418 |
|