Klingman & Associates’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 | $786K | Hold |
11,724
| – | – | 0.04% | 128 |
|
|
2025
Q1 | $709K | Hold |
11,724
| – | – | 0.04% | 125 |
|
|
2024
Q4 | $747K | Hold |
11,724
| – | – | 0.05% | 119 |
|
|
2024
Q3 | $729K | Sell |
11,724
-3,286
| -22% | -$204K | 0.05% | 129 |
|
|
2024
Q2 | $883K | Hold |
15,010
| – | – | 0.06% | 103 |
|
|
2024
Q1 | $855K | Hold |
15,010
| – | – | 0.06% | 106 |
|
|
2023
Q4 | $778K | Hold |
15,010
| – | – | 0.06% | 108 |
|
|
2023
Q3 | $699K | Hold |
15,010
| – | – | 0.06% | 112 |
|
|
2023
Q2 | $723K | Hold |
15,010
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $667K | Hold |
15,010
| – | – | 0.06% | 107 |
|
|
2022
Q4 | $625K | Hold |
15,010
| – | – | 0.05% | 104 |
|
|
2022
Q3 | $583K | Hold |
15,010
| – | – | 0.06% | 96 |
|
|
2022
Q2 | $612K | Hold |
15,010
| – | – | 0.06% | 95 |
|
|
2022
Q1 | $736K | Hold |
15,010
| – | – | 0.06% | 90 |
|
|
2021
Q4 | $776K | Hold |
15,010
| – | – | 0.07% | 86 |
|
|
2021
Q3 | $708K | Hold |
15,010
| – | – | 0.07% | 84 |
|
|
2021
Q2 | $707K | Buy |
+15,010
| New | +$707K | 0.07% | 83 |
|