Hemington 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 | $7.35M | Buy |
109,680
+29,041
| +36% | +$1.95M | 1.06% | 17 |
|
|
2025
Q1 | $4.88M | Sell |
80,639
-11,547
| -13% | -$698K | 0.76% | 17 |
|
|
2024
Q4 | $5.88M | Sell |
92,186
-2,639
| -3% | -$168K | 1.48% | 14 |
|
|
2024
Q3 | $5.85M | Sell |
94,825
-8,692
| -8% | -$536K | 1.58% | 12 |
|
|
2024
Q2 | $6.09M | Sell |
103,517
-13,765
| -12% | -$810K | 2.05% | 10 |
|
|
2024
Q1 | $6.68M | Sell |
117,282
-46
| -0% | -$2.62K | 2.42% | 8 |
|
|
2023
Q4 | $6.08M | Hold |
117,328
| – | – | 2.35% | 8 |
|
|
2023
Q3 | $5.46M | Sell |
117,328
-67,516
| -37% | -$3.14M | 2.6% | 7 |
|
|
2023
Q2 | $8.9M | Sell |
184,844
-5,846
| -3% | -$282K | 3.61% | 7 |
|
|
2023
Q1 | $8.47M | Sell |
190,690
-263
| -0.1% | -$11.7K | 3.42% | 7 |
|
|
2022
Q4 | $7.95M | Sell |
190,953
-138
| -0.1% | -$5.74K | 3.41% | 7 |
|
|
2022
Q3 | $7.42M | Sell |
191,091
-1,637
| -0.8% | -$63.5K | 3.24% | 7 |
|
|
2022
Q2 | $7.85M | Sell |
192,728
-15,933
| -8% | -$649K | 3.12% | 7 |
|
|
2022
Q1 | $10.2M | Buy |
+208,661
| New | +$10.2M | 3.44% | 7 |
|
|
2021
Q4 | – | Sell |
-224,921
| Closed | -$10.6M | – | 89 |
|
|
2021
Q3 | $10.6M | Buy |
+224,921
| New | +$10.6M | 3.91% | 6 |
|