Geometric Wealth Advisors’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
Q2 | $662K | Hold |
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|
2025
Q1 | $598K | Hold |
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|
2024
Q4 | $630K | Hold |
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|
2024
Q3 | $615K | Hold |
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|
2024
Q2 | $582K | Hold |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $512K | Hold |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $483K | Hold |
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|
2023
Q1 | $441K | Hold |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $511K | Buy |
|