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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Hold |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $142K | Hold |
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|
2024
Q3 | $138K | Hold |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $127K | Sell |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $115K | Sell |
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|
2023
Q2 | $129K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $109K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $139K | Hold |
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|
2021
Q3 | $127K | Sell |
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|
2021
Q2 | $132K | Buy |
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