JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.6M | Buy |
|
|||||
|
2025
Q1 | $83.9M | Sell |
|
|||||
|
2024
Q4 | $89.3M | Sell |
|
|||||
|
2024
Q3 | $87.4M | Sell |
|
|||||
|
2024
Q2 | $83.7M | Sell |
|
|||||
|
2024
Q1 | $81.8M | Buy |
|
|||||
|
2023
Q4 | $73.4M | Sell |
|
|||||
|
2023
Q3 | $66.1M | Sell |
|
|||||
|
2023
Q2 | $68.9M | Sell |
|
|||||
|
2023
Q1 | $64.5M | Sell |
|
|||||
|
2022
Q4 | $61.5M | Sell |
|
|||||
|
2022
Q3 | $58.1M | Sell |
|
|||||
|
2022
Q2 | $61.2M | Buy |
|
|||||
|
2022
Q1 | $71.4M | Sell |
|
|||||
|
2021
Q4 | $75.7M | Sell |
|
|||||
|
2021
Q3 | $69.4M | Sell |
|
|||||
|
2021
Q2 | $71.6M | Buy |
|