Kestra Private Wealth Services’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 | $2.5M | Buy |
37,333
+816
| +2% | +$54.7K | 0.04% | 439 |
|
|
2025
Q1 | $2.21M | Buy |
36,517
+752
| +2% | +$45.5K | 0.04% | 440 |
|
|
2024
Q4 | $2.28M | Sell |
35,765
-4,322
| -11% | -$276K | 0.04% | 408 |
|
|
2024
Q3 | $2.49M | Buy |
40,087
+3,505
| +10% | +$218K | 0.05% | 365 |
|
|
2024
Q2 | $2.15M | Buy |
36,582
+3,388
| +10% | +$199K | 0.04% | 377 |
|
|
2024
Q1 | $1.89M | Buy |
33,194
+91
| +0.3% | +$5.19K | 0.04% | 388 |
|
|
2023
Q4 | $1.72M | Sell |
33,103
-1,788
| -5% | -$92.7K | 0.04% | 383 |
|
|
2023
Q3 | $1.62M | Buy |
34,891
+118
| +0.3% | +$5.49K | 0.05% | 350 |
|
|
2023
Q2 | $1.67M | Buy |
34,773
+116
| +0.3% | +$5.59K | 0.06% | 334 |
|
|
2023
Q1 | $1.54M | Buy |
34,657
+107
| +0.3% | +$4.75K | 0.06% | 318 |
|
|
2022
Q4 | $1.44M | Sell |
34,550
-5,897
| -15% | -$245K | 0.07% | 296 |
|
|
2022
Q3 | $1.57M | Buy |
40,447
+157
| +0.4% | +$6.09K | 0.09% | 252 |
|
|
2022
Q2 | $1.64M | Sell |
40,290
-2,075
| -5% | -$84.6K | 0.09% | 254 |
|
|
2022
Q1 | $2.08M | Sell |
42,365
-1,471
| -3% | -$72.1K | 0.1% | 210 |
|
|
2021
Q4 | $2.27M | Sell |
43,836
-682
| -2% | -$35.3K | 0.11% | 199 |
|
|
2021
Q3 | $2.1M | Buy |
44,518
+2,769
| +7% | +$131K | 0.12% | 192 |
|
|
2021
Q2 | $1.97M | Buy |
+41,749
| New | +$1.97M | 0.12% | 193 |
|