IFG Advisory’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 | $5.37M | Buy |
80,074
+2,423
| +3% | +$162K | 0.27% | 96 |
|
|
2025
Q1 | $4.7M | Sell |
77,651
-934
| -1% | -$56.5K | 0.26% | 101 |
|
|
2024
Q4 | $5.01M | Sell |
78,585
-266
| -0.3% | -$17K | 0.28% | 92 |
|
|
2024
Q3 | $4.9M | Sell |
78,851
-210
| -0.3% | -$13.1K | 0.31% | 87 |
|
|
2024
Q2 | $4.65M | Buy |
79,061
+607
| +0.8% | +$35.7K | 0.3% | 87 |
|
|
2024
Q1 | $4.47M | Buy |
78,454
+3,037
| +4% | +$173K | 0.33% | 91 |
|
|
2023
Q4 | $3.91M | Buy |
75,417
+202
| +0.3% | +$10.5K | 0.29% | 94 |
|
|
2023
Q3 | $3.5M | Buy |
75,215
+2,328
| +3% | +$108K | 0.29% | 87 |
|
|
2023
Q2 | $3.51M | Buy |
72,887
+2,737
| +4% | +$132K | 0.31% | 86 |
|
|
2023
Q1 | $3.12M | Buy |
70,150
+2,001
| +3% | +$88.9K | 0.29% | 79 |
|
|
2022
Q4 | $2.84M | Buy |
68,149
+3,566
| +6% | +$148K | 0.28% | 87 |
|
|
2022
Q3 | $2.51M | Buy |
64,583
+47,688
| +282% | +$1.85M | 0.23% | 100 |
|
|
2022
Q2 | $688K | Buy |
+16,895
| New | +$688K | 0.07% | 249 |
|
|
2022
Q1 | – | Sell |
-15,342
| Closed | -$793K | – | 503 |
|
|
2021
Q4 | $793K | Buy |
15,342
+552
| +4% | +$28.5K | 0.08% | 228 |
|
|
2021
Q3 | $697K | Hold |
14,790
| – | – | 0.08% | 229 |
|
|
2021
Q2 | $696K | Buy |
+14,790
| New | +$696K | 0.08% | 241 |
|