Grunden Financial Advisory’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 | $5.42M | Buy |
80,861
+2,533
| +3% | +$170K | 2.39% | 10 |
|
|
2025
Q1 | $4.74M | Buy |
78,328
+50,474
| +181% | +$3.05M | 2.3% | 10 |
|
|
2024
Q4 | $1.78M | Sell |
27,854
-885
| -3% | -$56.4K | 0.86% | 13 |
|
|
2024
Q3 | $1.79M | Sell |
28,739
-265
| -0.9% | -$16.5K | 0.88% | 13 |
|
|
2024
Q2 | $1.71M | Sell |
29,004
-630
| -2% | -$37.1K | 0.89% | 12 |
|
|
2024
Q1 | $1.69M | Sell |
29,634
-259
| -0.9% | -$14.8K | 0.9% | 12 |
|
|
2023
Q4 | $1.55M | Buy |
+29,893
| New | +$1.55M | 0.87% | 12 |
|