Lakeshore Financial Planning’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 | $1.89M | Buy |
28,239
+2,265
| +9% | +$152K | 0.76% | 20 |
|
|
2025
Q1 | $1.57M | Buy |
25,974
+206
| +0.8% | +$12.5K | 0.65% | 19 |
|
|
2024
Q4 | $1.64M | Buy |
25,768
+3,567
| +16% | +$227K | 0.7% | 18 |
|
|
2024
Q3 | $1.38M | Buy |
22,201
+1,351
| +6% | +$84K | 0.61% | 18 |
|
|
2024
Q2 | $1.23M | Buy |
20,850
+5,430
| +35% | +$320K | 0.6% | 19 |
|
|
2024
Q1 | $879K | Buy |
15,420
+1,365
| +10% | +$77.8K | 0.44% | 19 |
|
|
2023
Q4 | $728K | Hold |
14,055
| – | – | 0.4% | 20 |
|
|
2023
Q3 | $654K | Buy |
+14,055
| New | +$654K | 0.37% | 22 |
|