IAG Wealth Partners’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
2026 Q1	$133K	Hold	1,880	–	–	0.01%	149
2025 Q4	$139K	Hold	1,880	–	–	0.02%	136
2025 Q3	$136K	Sell	1,880 -75	-4%	-$5.22K	0.02%	138
2025 Q2	$131K	Hold	1,955	–	–	0.02%	131
2025 Q1	$118K	Sell	1,955 -270	-12%	-$17.3K	0.02%	131
2024 Q4	$142K	Hold	2,225	–	–	0.03%	112
2024 Q3	$138K	Hold	2,225	–	–	0.03%	108
2024 Q2	$131K	Hold	2,225	–	–	0.03%	107
2024 Q1	$127K	Sell	2,225 -235	-10%	-$12.7K	0.03%	109
2023 Q4	$128K	Hold	2,460	–	–	0.03%	99
2023 Q3	$115K	Sell	2,460 -225	-8%	-$10.9K	0.03%	100
2023 Q2	$129K	Hold	2,685	–	–	0.03%	105
2023 Q1	$119K	Hold	2,685	–	–	0.03%	95
2022 Q4	$112K	Hold	2,685	–	–	0.03%	92
2022 Q3	$104K	Hold	2,685	–	–	0.03%	87
2022 Q2	$109K	Buy	+2,685	New	+$119K	0.04%	85
2022 Q1	–	Sell	-2,685	Closed	-$139K	–	448
2021 Q4	$139K	Hold	2,685	–	–	0.04%	70
2021 Q3	$127K	Sell	2,685 -103	-4%	-$4.98K	0.05%	69
2021 Q2	$132K	Buy	+2,788	New	+$130K	0.05%	65