Intelligent Financial Strategies’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	$646K	Hold	9,115	–	–	0.34%	25
2025 Q4	$676K	Hold	9,115	–	–	0.33%	24
2025 Q3	$660K	Hold	9,115	–	–	0.32%	23
2025 Q2	$611K	Hold	9,115	–	–	0.32%	24
2025 Q1	$551K	Sell	9,115 -843	-8%	-$53.9K	0.29%	26
2024 Q4	$635K	Sell	9,958 -222	-2%	-$14.2K	0.35%	25
2024 Q3	$633K	Sell	10,180 -486	-5%	-$29.1K	0.35%	24
2024 Q2	$628K	Sell	10,666 -704	-6%	-$40K	0.39%	24
2024 Q1	$648K	Sell	11,370 -820	-7%	-$44.4K	0.4%	26
2023 Q4	$632K	Sell	12,190 -421	-3%	-$20.4K	0.44%	28
2023 Q3	$587K	Sell	12,611 -460	-4%	-$22.2K	0.44%	29
2023 Q2	$629K	Sell	13,071 -436	-3%	-$19.8K	0.46%	29
2023 Q1	$600K	Sell	13,507 -180	-1%	-$7.82K	0.47%	30
2022 Q4	$570K	Hold	13,687	–	–	0.48%	30
2022 Q3	$531K	Hold	13,687	–	–	0.56%	35
2022 Q2	$558K	Hold	13,687	–	–	0.57%	33
2022 Q1	$671K	Hold	13,687	–	–	0.65%	27
2021 Q4	$708K	Buy	+13,687	New	+$688K	0.64%	33