Heritage Investment Group’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 | $36.6M | Sell |
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|
2025
Q2 | $33.8M | Sell |
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|
2025
Q1 | $30.7M | Sell |
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|
2024
Q4 | $32.4M | Sell |
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|
2024
Q3 | $31.7M | Sell |
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|
2024
Q2 | $30.1M | Sell |
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|
2024
Q1 | $29.3M | Sell |
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|
2023
Q4 | $26.7M | Sell |
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|
2023
Q3 | $24M | Sell |
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|
2023
Q2 | $24.8M | Sell |
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|
2023
Q1 | $23M | Sell |
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|
2022
Q4 | $21.7M | Sell |
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|
2022
Q3 | $20.3M | Sell |
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|
2022
Q2 | $21.4M | Sell |
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|
2022
Q1 | $25.8M | Sell |
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|
2021
Q4 | $27.3M | Buy |
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