Investmark Advisory Group’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 | $15.1M | Sell |
225,530
-21,546
| -9% | -$1.44M | 7.08% | 2 |
|
|
2025
Q1 | $14.9M | Buy |
247,076
+2,390
| +1% | +$145K | 7.38% | 2 |
|
|
2024
Q4 | $15.6M | Buy |
244,686
+5,819
| +2% | +$371K | 7.65% | 2 |
|
|
2024
Q3 | $14.9M | Buy |
238,867
+2,806
| +1% | +$175K | 7.21% | 2 |
|
|
2024
Q2 | $13.9M | Buy |
236,061
+12,043
| +5% | +$709K | 7.41% | 2 |
|
|
2024
Q1 | $12.8M | Buy |
224,018
+3,458
| +2% | +$197K | 7% | 2 |
|
|
2023
Q4 | $11.4M | Buy |
220,560
+9,983
| +5% | +$517K | 6.7% | 2 |
|
|
2023
Q3 | $9.8M | Sell |
210,577
-2,038
| -1% | -$94.9K | 6.64% | 2 |
|
|
2023
Q2 | $10.2M | Buy |
212,615
+9,686
| +5% | +$466K | 6.83% | 2 |
|
|
2023
Q1 | $9.02M | Buy |
202,929
+12,449
| +7% | +$553K | 6.62% | 2 |
|
|
2022
Q4 | $7.93M | Buy |
190,480
+661
| +0.3% | +$27.5K | 5.88% | 2 |
|
|
2022
Q3 | $7.37M | Buy |
189,819
+16,857
| +10% | +$654K | 6.62% | 2 |
|
|
2022
Q2 | $7.05M | Buy |
172,962
+24,654
| +17% | +$1M | 6.97% | 2 |
|
|
2022
Q1 | $7.27M | Buy |
148,308
+10,771
| +8% | +$528K | 7.5% | 1 |
|
|
2021
Q4 | $7.11M | Buy |
+137,537
| New | +$7.11M | 6.65% | 2 |
|