Heron Financial 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
2023
Q2
$424K Sell
2023
Q1
$394K Sell
2022
Q4
$384K Hold
2022
Q3
$361K Hold
2022
Q2
$379K Sell
2022
Q1
$469K Hold
2021
Q4
$470K Hold
2021
Q3
$451K Sell
2021
Q2
$490K Buy