IAG Wealth Partners’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 | $131K | Hold |
1,955
| – | – | 0.02% | 131 |
|
|
2025
Q1 | $118K | Sell |
1,955
-270
| -12% | -$16.3K | 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% | -$13.4K | 0.03% | 109 |
|
|
2023
Q4 | $128K | Hold |
2,460
| – | – | 0.03% | 99 |
|
|
2023
Q3 | $115K | Sell |
2,460
-225
| -8% | -$10.5K | 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 | +$109K | 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% | -$4.87K | 0.05% | 69 |
|
|
2021
Q2 | $132K | Buy |
+2,788
| New | +$132K | 0.05% | 65 |
|