Global Retirement Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Global Retirement Partners’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$444K	Sell	5,983 -136	-2%	-$9.99K	0.01%	1012
2025 Q3	$443K	Sell	6,119 -151	-2%	-$10.5K	0.01%	802
2025 Q2	$420K	Buy	+6,270	New	+$388K	0.01%	789
2024 Q4	$462K	Sell	7,252 -187	-3%	-$12K	0.01%	659
2024 Q3	$463K	Buy	7,439 +405	+6%	+$24.2K	0.01%	652
2024 Q2	$414K	Sell	7,034 -48	-0.7%	-$2.73K	0.01%	657
2024 Q1	$404K	Sell	7,082 -13	-0.2%	-$704	0.02%	581
2023 Q4	$366K	Buy	7,095 +2,026	+40%	+$98.1K	0.02%	564
2023 Q3	$234K	Sell	5,069 -17	-0.3%	-$822	0.01%	613
2023 Q2	$245K	Sell	5,086 -87	-2%	-$3.96K	0.01%	624
2023 Q1	$228K	Buy	5,173 +2,952	+133%	+$128K	0.01%	620
2022 Q4	$92.4K	Hold	2,221	–	–	0.01%	840
2022 Q3	$94K	Hold	2,221	–	–	0.01%	795
2022 Q2	$91K	Hold	2,221	–	–	0.01%	777
2022 Q1	$94K	Buy	+2,221	New	+$107K	0.01%	781
2021 Q4	–	Sell	-265	Closed	-$12K	–	575
2021 Q3	$12K	Hold	265	–	–	﹤0.01%	1359
2021 Q2	$12K	Buy	+265	New	+$12.4K	﹤0.01%	1329

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return