Integrated Wealth Concepts’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 | $3.87M | Buy |
57,767
+1,152
| +2% | +$77.2K | 0.04% | 402 |
|
|
2025
Q1 | $3.42M | Buy |
56,615
+1,220
| +2% | +$73.8K | 0.04% | 419 |
|
|
2024
Q4 | $3.53M | Sell |
55,395
-5,438
| -9% | -$347K | 0.04% | 376 |
|
|
2024
Q3 | $3.78M | Buy |
60,833
+6,487
| +12% | +$403K | 0.05% | 351 |
|
|
2024
Q2 | $3.2M | Buy |
54,346
+905
| +2% | +$53.3K | 0.04% | 372 |
|
|
2024
Q1 | $3.05M | Buy |
53,441
+2,357
| +5% | +$134K | 0.04% | 388 |
|
|
2023
Q4 | $2.65M | Sell |
51,084
-2,869
| -5% | -$149K | 0.04% | 380 |
|
|
2023
Q3 | $2.51M | Sell |
53,953
-3,694
| -6% | -$172K | 0.04% | 378 |
|
|
2023
Q2 | $2.78M | Sell |
57,647
-5,869
| -9% | -$283K | 0.05% | 347 |
|
|
2023
Q1 | $2.82M | Buy |
63,516
+13,933
| +28% | +$619K | 0.06% | 305 |
|
|
2022
Q4 | $2.06M | Buy |
49,583
+391
| +0.8% | +$16.3K | 0.06% | 308 |
|
|
2022
Q3 | $1.91M | Sell |
49,192
-187
| -0.4% | -$7.26K | 0.06% | 299 |
|
|
2022
Q2 | $2.01M | Buy |
+49,379
| New | +$2.01M | 0.06% | 280 |
|
|
2022
Q1 | – | Sell |
-51,196
| Closed | -$2.65M | – | 969 |
|
|
2021
Q4 | $2.65M | Buy |
51,196
+26
| +0.1% | +$1.34K | 0.08% | 211 |
|
|
2021
Q3 | $2.41M | Buy |
51,170
+804
| +2% | +$37.9K | 0.08% | 214 |
|
|
2021
Q2 | $2.37M | Buy |
+50,366
| New | +$2.37M | 0.08% | 197 |
|