IFS
Intelligent Financial Strategies’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Hold |
9,115
| – | – | 0.32% | 24 |
|
|
2025
Q1 | $551K | Sell |
9,115
-843
| -8% | -$51K | 0.29% | 26 |
|
|
2024
Q4 | $635K | Sell |
9,958
-222
| -2% | -$14.2K | 0.35% | 25 |
|
|
2024
Q3 | $633K | Sell |
10,180
-486
| -5% | -$30.2K | 0.35% | 24 |
|
|
2024
Q2 | $628K | Sell |
10,666
-704
| -6% | -$41.4K | 0.39% | 24 |
|
|
2024
Q1 | $648K | Sell |
11,370
-820
| -7% | -$46.7K | 0.4% | 26 |
|
|
2023
Q4 | $632K | Sell |
12,190
-421
| -3% | -$21.8K | 0.44% | 28 |
|
|
2023
Q3 | $587K | Sell |
12,611
-460
| -4% | -$21.4K | 0.44% | 29 |
|
|
2023
Q2 | $629K | Sell |
13,071
-436
| -3% | -$21K | 0.46% | 29 |
|
|
2023
Q1 | $600K | Sell |
13,507
-180
| -1% | -$8K | 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 | +$708K | 0.64% | 33 |
|