Investment 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 | $10.8M | Buy |
160,626
+9,410
| +6% | +$631K | 3.26% | 6 |
|
|
2025
Q1 | $9.15M | Buy |
151,216
+17,618
| +13% | +$1.07M | 3.06% | 6 |
|
|
2024
Q4 | $8.52M | Buy |
133,598
+18,242
| +16% | +$1.16M | 2.85% | 6 |
|
|
2024
Q3 | $7.18M | Buy |
115,356
+21,079
| +22% | +$1.31M | 2.49% | 7 |
|
|
2024
Q2 | $5.55M | Buy |
94,277
+22,386
| +31% | +$1.32M | 2.14% | 10 |
|
|
2024
Q1 | $4.1M | Buy |
71,891
+17,215
| +31% | +$981K | 1.69% | 17 |
|
|
2023
Q4 | $2.83M | Buy |
54,676
+14,076
| +35% | +$730K | 1.3% | 20 |
|
|
2023
Q3 | $1.89M | Buy |
40,600
+2,933
| +8% | +$137K | 0.98% | 24 |
|
|
2023
Q2 | $1.81M | Buy |
37,667
+3,850
| +11% | +$185K | 0.93% | 28 |
|
|
2023
Q1 | $1.5M | Buy |
33,817
+1,428
| +4% | +$63.4K | 0.86% | 33 |
|
|
2022
Q4 | $1.35M | Sell |
32,389
-940
| -3% | -$39.1K | 0.83% | 32 |
|
|
2022
Q3 | $1.29M | Buy |
33,329
+1,409
| +4% | +$54.7K | 0.9% | 31 |
|
|
2022
Q2 | $1.3M | Buy |
31,920
+2,347
| +8% | +$95.7K | 0.89% | 30 |
|
|
2022
Q1 | $1.45M | Sell |
29,573
-543
| -2% | -$26.6K | 0.88% | 32 |
|
|
2021
Q4 | $1.47M | Buy |
+30,116
| New | +$1.47M | 0.94% | 28 |
|