HB Wealth Management’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 | $13.8M | Buy |
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|
2025
Q2 | $12.7M | Buy |
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|
2025
Q1 | $7.77M | Buy |
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|
2024
Q4 | $8.18M | Buy |
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|
2024
Q3 | $7.88M | Sell |
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|
2024
Q2 | $7.48M | Buy |
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|
2024
Q1 | $6.9M | Buy |
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|
2023
Q4 | $6.28M | Buy |
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|
2023
Q3 | $5.14M | Sell |
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|
2023
Q2 | $5.52M | Buy |
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|
2023
Q1 | $5.09M | Buy |
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|
2022
Q4 | $4.76M | Sell |
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|
2022
Q3 | $4.64M | Buy |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $256K | Buy |
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