Global Retirement Partners’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 | $420K | Buy |
+6,270
| New | +$420K | 0.01% | 789 |
|
|
2024
Q4 | $462K | Sell |
7,252
-187
| -3% | -$11.9K | 0.01% | 659 |
|
|
2024
Q3 | $463K | Buy |
7,439
+405
| +6% | +$25.2K | 0.01% | 652 |
|
|
2024
Q2 | $414K | Sell |
7,034
-48
| -0.7% | -$2.83K | 0.01% | 657 |
|
|
2024
Q1 | $404K | Sell |
7,082
-13
| -0.2% | -$741 | 0.02% | 581 |
|
|
2023
Q4 | $366K | Buy |
7,095
+2,026
| +40% | +$104K | 0.02% | 564 |
|
|
2023
Q3 | $234K | Sell |
5,069
-17
| -0.3% | -$785 | 0.01% | 613 |
|
|
2023
Q2 | $245K | Sell |
5,086
-87
| -2% | -$4.19K | 0.01% | 624 |
|
|
2023
Q1 | $228K | Buy |
5,173
+2,952
| +133% | +$130K | 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 | +$94K | 0.01% | 781 |
|
|
2021
Q4 | – | Sell |
-265
| Closed | -$12K | – | 575 |
|
|
2021
Q3 | $12K | Hold |
265
| – | – | ﹤0.01% | 1359 |
|
|
2021
Q2 | $12K | Buy |
+265
| New | +$12K | ﹤0.01% | 1327 |
|