Kohmann Bosshard Financial 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 | $463K | Hold |
6,907
| – | – | 0.05% | 120 |
|
|
2025
Q1 | $418K | Hold |
6,907
| – | – | 0.05% | 132 |
|
|
2024
Q4 | $440K | Hold |
6,907
| – | – | 0.05% | 119 |
|
|
2024
Q3 | $430K | Sell |
6,907
-256
| -4% | -$15.9K | 0.05% | 125 |
|
|
2024
Q2 | $422K | Sell |
7,163
-180
| -2% | -$10.6K | 0.06% | 120 |
|
|
2024
Q1 | $418K | Sell |
7,343
-187
| -2% | -$10.7K | 0.06% | 127 |
|
|
2023
Q4 | $390K | Sell |
7,530
-755
| -9% | -$39.1K | 0.06% | 122 |
|
|
2023
Q3 | $386K | Hold |
8,285
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $399K | Sell |
8,285
-336
| -4% | -$16.2K | 0.07% | 115 |
|
|
2023
Q1 | $383K | Sell |
8,621
-168
| -2% | -$7.46K | 0.07% | 101 |
|
|
2022
Q4 | $366K | Sell |
8,789
-169
| -2% | -$7.03K | 0.07% | 100 |
|
|
2022
Q3 | $348K | Sell |
8,958
-94
| -1% | -$3.65K | 0.08% | 96 |
|
|
2022
Q2 | $369K | Buy |
+9,052
| New | +$369K | 0.08% | 94 |
|