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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $611K | Hold |
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2025
Q1 | $551K | Sell |
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2024
Q4 | $635K | Sell |
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2024
Q3 | $633K | Sell |
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2024
Q2 | $628K | Sell |
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2024
Q1 | $648K | Sell |
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2023
Q4 | $632K | Sell |
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2023
Q3 | $587K | Sell |
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2023
Q2 | $629K | Sell |
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2023
Q1 | $600K | Sell |
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2022
Q4 | $570K | Hold |
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2022
Q3 | $531K | Hold |
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2022
Q2 | $558K | Hold |
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2022
Q1 | $671K | Hold |
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2021
Q4 | $708K | Buy |
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