Gradient Investments’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
Q3
$6.53M Sell
2025
Q2
$6.88M Buy
2025
Q1
$428K Buy
2024
Q4
$251K Hold
2024
Q3
$245K Hold
2024
Q2
$232K Hold
2024
Q1
$224K Hold
2023
Q4
$204K Hold
2023
Q3
$183K Hold
2023
Q2
$190K Hold
2023
Q1
$175K Hold
2022
Q4
$164K Sell
2022
Q3
$251K Hold
2022
Q2
$263K Hold
2022
Q1
$317K Hold
2021
Q4
$334K Hold
2021
Q3
$305K Hold
2021
Q2
$304K Buy