Ironwood Financial’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	$631K	Hold	8,898	–	–	0.11%	106
2025 Q4	$674K	Buy	8,898 +136	+2%	+$9.99K	0.11%	104
2025 Q3	$635K	Hold	8,762	–	–	0.11%	106
2025 Q2	$530K	Hold	8,762	–	–	0.11%	108
2025 Q1	$530K	Sell	8,762 -450	-5%	-$28.8K	0.11%	108
2024 Q4	$587K	Hold	9,212	–	–	0.12%	99
2024 Q3	$573K	Sell	9,212 -126	-1%	-$7.54K	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%	-$41.2K	0.12%	104
2023 Q3	$474K	Sell	10,190 -15	-0.1%	-$725	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	+$452K	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	+$481K	0.15%	79