KAS
KPP Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
175,324
+9,798
| +6% | +$657K | 1.94% | 9 |
|
|
2025
Q1 | $10M | Buy |
165,526
+66,224
| +67% | +$4.01M | 1.9% | 8 |
|
|
2024
Q4 | $6.33M | Buy |
99,302
+3,013
| +3% | +$192K | 1.49% | 15 |
|
|
2024
Q3 | $5.99M | Sell |
96,289
-20,063
| -17% | -$1.25M | 1.44% | 15 |
|
|
2024
Q2 | $6.85M | Buy |
116,352
+5,785
| +5% | +$340K | 1.82% | 12 |
|
|
2024
Q1 | $6.3M | Buy |
+110,567
| New | +$6.3M | 1.73% | 13 |
|
|
2023
Q4 | – | Sell |
-126,209
| Closed | -$5.88M | – | 140 |
|
|
2023
Q3 | $5.88M | Buy |
+126,209
| New | +$5.88M | 1.94% | 14 |
|