HB Wealth Management’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 | $12.7M | Buy |
189,782
+61,337
| +48% | +$4.11M | 0.1% | 108 |
|
|
2025
Q1 | $7.77M | Buy |
128,445
+88
| +0.1% | +$5.32K | 0.07% | 163 |
|
|
2024
Q4 | $8.18M | Buy |
128,357
+1,684
| +1% | +$107K | 0.08% | 117 |
|
|
2024
Q3 | $7.88M | Sell |
126,673
-448
| -0.4% | -$27.9K | 0.08% | 115 |
|
|
2024
Q2 | $7.48M | Buy |
127,121
+6,022
| +5% | +$354K | 0.09% | 109 |
|
|
2024
Q1 | $6.9M | Buy |
121,099
+19
| +0% | +$1.08K | 0.09% | 121 |
|
|
2023
Q4 | $6.28M | Buy |
121,080
+10,587
| +10% | +$549K | 0.09% | 120 |
|
|
2023
Q3 | $5.14M | Sell |
110,493
-4,151
| -4% | -$193K | 0.08% | 126 |
|
|
2023
Q2 | $5.52M | Buy |
114,644
+44
| +0% | +$2.12K | 0.09% | 113 |
|
|
2023
Q1 | $5.09M | Buy |
114,600
+92
| +0.1% | +$4.09K | 0.09% | 115 |
|
|
2022
Q4 | $4.76M | Sell |
114,508
-5,097
| -4% | -$212K | 0.09% | 114 |
|
|
2022
Q3 | $4.64M | Buy |
119,605
+68,310
| +133% | +$2.65M | 0.1% | 100 |
|
|
2022
Q2 | $2.09M | Buy |
51,295
+45,138
| +733% | +$1.84M | 0.04% | 170 |
|
|
2022
Q1 | $302K | Buy |
6,157
+1,213
| +25% | +$59.5K | 0.01% | 452 |
|
|
2021
Q4 | $256K | Buy |
+4,944
| New | +$256K | 0.01% | 424 |
|