Investment Advisory Group’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	$14.3M	Buy	201,018 +16,283	+9%	+$1.21M	3.62%	5
2025 Q4	$13.7M	Buy	184,735 +8,274	+5%	+$608K	3.53%	6
2025 Q3	$12.8M	Buy	176,461 +15,835	+10%	+$1.1M	3.48%	6
2025 Q2	$10.8M	Buy	160,626 +9,410	+6%	+$583K	3.26%	6
2025 Q1	$9.15M	Buy	151,216 +17,618	+13%	+$1.13M	3.06%	6
2024 Q4	$8.52M	Buy	133,598 +18,242	+16%	+$1.17M	2.85%	6
2024 Q3	$7.18M	Buy	115,356 +21,079	+22%	+$1.26M	2.49%	7
2024 Q2	$5.55M	Buy	94,277 +22,386	+31%	+$1.27M	2.14%	10
2024 Q1	$4.1M	Buy	71,891 +17,215	+31%	+$932K	1.69%	17
2023 Q4	$2.83M	Buy	54,676 +14,076	+35%	+$681K	1.3%	20
2023 Q3	$1.89M	Buy	40,600 +2,933	+8%	+$142K	0.98%	24
2023 Q2	$1.81M	Buy	37,667 +3,850	+11%	+$175K	0.93%	28
2023 Q1	$1.5M	Buy	33,817 +1,428	+4%	+$62K	0.86%	33
2022 Q4	$1.35M	Sell	32,389 -940	-3%	-$39.3K	0.83%	32
2022 Q3	$1.29M	Buy	33,329 +1,409	+4%	+$60.6K	0.9%	31
2022 Q2	$1.3M	Buy	31,920 +2,347	+8%	+$104K	0.89%	30
2022 Q1	$1.45M	Sell	29,573 -543	-2%	-$26.2K	0.88%	32
2021 Q4	$1.47M	Buy	+30,116	New	+$1.51M	0.94%	28