Glassman Wealth Services’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 | $261K | Sell |
3,896
-847
| -18% | -$56.8K | 0.04% | 66 |
|
|
2025
Q1 | $287K | Buy |
4,743
+116
| +3% | +$7.02K | 0.05% | 59 |
|
|
2024
Q4 | $295K | Buy |
4,627
+1,491
| +48% | +$95.1K | 0.05% | 54 |
|
|
2024
Q3 | $195K | Hold |
3,136
| – | – | 0.03% | 67 |
|
|
2024
Q2 | $185K | Hold |
3,136
| – | – | 0.03% | 73 |
|
|
2024
Q1 | $179K | Hold |
3,136
| – | – | 0.04% | 71 |
|
|
2023
Q4 | $163K | Hold |
3,136
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $146K | Hold |
3,136
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $151K | Hold |
3,136
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $139K | Hold |
3,136
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $130K | Hold |
3,136
| – | – | 0.02% | 229 |
|
|
2022
Q3 | $122K | Hold |
3,136
| – | – | 0.03% | 217 |
|
|
2022
Q2 | $128K | Buy |
+3,136
| New | +$128K | 0.03% | 209 |
|
|
2022
Q1 | – | Sell |
-4,183
| Closed | -$216K | – | 1699 |
|
|
2021
Q4 | $216K | Sell |
4,183
-197
| -4% | -$10.2K | 0.04% | 152 |
|
|
2021
Q3 | $207K | Sell |
4,380
-536
| -11% | -$25.3K | 0.04% | 142 |
|
|
2021
Q2 | $232K | Buy |
+4,916
| New | +$232K | 0.05% | 127 |
|