Herold Advisors’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 | $7.38M | Buy |
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|
2025
Q2 | $5.71M | Sell |
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|
2025
Q1 | $5.44M | Buy |
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|
2024
Q4 | $4.78M | Buy |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $2.43M | Buy |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $302K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $324K | Buy |
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