Gradient Investments’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.88M | Buy |
102,683
+95,605
| +1,351% | +$6.41M | 0.13% | 157 |
|
2025
Q1 | $428K | Buy |
7,078
+3,141
| +80% | +$190K | 0.01% | 259 |
|
2024
Q4 | $251K | Hold |
3,937
| – | – | 0.01% | 272 |
|
2024
Q3 | $245K | Hold |
3,937
| – | – | 0.01% | 272 |
|
2024
Q2 | $232K | Hold |
3,937
| – | – | 0.01% | 304 |
|
2024
Q1 | $224K | Hold |
3,937
| – | – | 0.01% | 284 |
|
2023
Q4 | $204K | Hold |
3,937
| – | – | ﹤0.01% | 334 |
|
2023
Q3 | $183K | Hold |
3,937
| – | – | ﹤0.01% | 324 |
|
2023
Q2 | $190K | Hold |
3,937
| – | – | ﹤0.01% | 330 |
|
2023
Q1 | $175K | Hold |
3,937
| – | – | ﹤0.01% | 304 |
|
2022
Q4 | $164K | Sell |
3,937
-2,522
| -39% | -$105K | 0.01% | 323 |
|
2022
Q3 | $251K | Hold |
6,459
| – | – | 0.01% | 272 |
|
2022
Q2 | $263K | Hold |
6,459
| – | – | 0.01% | 270 |
|
2022
Q1 | $317K | Hold |
6,459
| – | – | 0.01% | 256 |
|
2021
Q4 | $334K | Hold |
6,459
| – | – | 0.01% | 247 |
|
2021
Q3 | $305K | Hold |
6,459
| – | – | 0.01% | 249 |
|
2021
Q2 | $304K | Buy |
+6,459
| New | +$304K | 0.01% | 249 |
|