Klingman & Associates’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
Q3 | $849K | Hold |
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|
2025
Q2 | $786K | Hold |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $747K | Hold |
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|
2024
Q3 | $729K | Sell |
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|
2024
Q2 | $883K | Hold |
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|
2024
Q1 | $855K | Hold |
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|
2023
Q4 | $778K | Hold |
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|
2023
Q3 | $699K | Hold |
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|
2023
Q2 | $723K | Hold |
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|
2023
Q1 | $667K | Hold |
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|
2022
Q4 | $625K | Hold |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $612K | Hold |
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|
2022
Q1 | $736K | Hold |
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|
2021
Q4 | $776K | Hold |
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|
2021
Q3 | $708K | Hold |
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|
2021
Q2 | $707K | Buy |
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