Ironwood Financial’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 | $530K | Hold |
8,762
| – | – | 0.11% | 108 |
|
|
2025
Q1 | $530K | Sell |
8,762
-450
| -5% | -$27.2K | 0.11% | 108 |
|
|
2024
Q4 | $587K | Hold |
9,212
| – | – | 0.12% | 99 |
|
|
2024
Q3 | $573K | Sell |
9,212
-126
| -1% | -$7.84K | 0.12% | 98 |
|
|
2024
Q2 | $550K | Hold |
9,338
| – | – | 0.12% | 102 |
|
|
2024
Q1 | $532K | Hold |
9,338
| – | – | 0.12% | 106 |
|
|
2023
Q4 | $484K | Sell |
9,338
-852
| -8% | -$44.2K | 0.12% | 104 |
|
|
2023
Q3 | $474K | Sell |
10,190
-15
| -0.1% | -$698 | 0.13% | 95 |
|
|
2023
Q2 | $491K | Hold |
10,205
| – | – | 0.13% | 96 |
|
|
2023
Q1 | $453K | Hold |
10,205
| – | – | 0.13% | 99 |
|
|
2022
Q4 | $425K | Hold |
10,205
| – | – | 0.13% | 97 |
|
|
2022
Q3 | $396K | Hold |
10,205
| – | – | 0.13% | 85 |
|
|
2022
Q2 | $416K | Buy |
+10,205
| New | +$416K | 0.13% | 85 |
|
|
2022
Q1 | – | Sell |
-10,320
| Closed | -$534K | – | 130 |
|
|
2021
Q4 | $534K | Hold |
10,320
| – | – | 0.15% | 80 |
|
|
2021
Q3 | $487K | Hold |
10,320
| – | – | 0.14% | 82 |
|
|
2021
Q2 | $486K | Buy |
+10,320
| New | +$486K | 0.15% | 79 |
|