HTG Investment Advisors’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 | $3.91M | Sell |
58,285
-251
| -0.4% | -$16.8K | 1.45% | 18 |
|
|
2025
Q1 | $3.54M | Sell |
58,536
-769
| -1% | -$46.5K | 1.48% | 17 |
|
|
2024
Q4 | $3.78M | Sell |
59,305
-753
| -1% | -$48K | 1.73% | 14 |
|
|
2024
Q3 | $3.74M | Hold |
60,058
| – | – | 1.76% | 14 |
|
|
2024
Q2 | $3.53M | Hold |
60,058
| – | – | 1.91% | 14 |
|
|
2024
Q1 | $3.42M | Hold |
60,058
| – | – | 1.98% | 14 |
|
|
2023
Q4 | $3.11M | Sell |
60,058
-200
| -0.3% | -$10.4K | 2.03% | 14 |
|
|
2023
Q3 | $2.81M | Hold |
60,258
| – | – | 2.25% | 13 |
|
|
2023
Q2 | $2.9M | Sell |
60,258
-212
| -0.4% | -$10.2K | 2.4% | 13 |
|
|
2023
Q1 | $2.69M | Sell |
60,470
-692
| -1% | -$30.7K | 2.45% | 12 |
|
|
2022
Q4 | $2.54M | Buy |
+61,162
| New | +$2.54M | 2.58% | 10 |
|