Larson Financial Group’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 | $15.7M | Sell |
233,876
-4,029
| -2% | -$270K | 0.63% | 31 |
|
|
2025
Q1 | $14.4M | Sell |
237,905
-6,067
| -2% | -$367K | 0.68% | 33 |
|
|
2024
Q4 | $15.6M | Sell |
243,972
-3,857
| -2% | -$246K | 0.8% | 24 |
|
|
2024
Q3 | $15.4M | Sell |
247,829
-15,200
| -6% | -$945K | 0.87% | 23 |
|
|
2024
Q2 | $15.5M | Sell |
263,029
-8,945
| -3% | -$526K | 1.06% | 19 |
|
|
2024
Q1 | $15.5M | Sell |
271,974
-14,389
| -5% | -$820K | 1.2% | 17 |
|
|
2023
Q4 | $14.8M | Sell |
286,363
-5,253
| -2% | -$272K | 1.3% | 18 |
|
|
2023
Q3 | $13.6M | Sell |
291,616
-3,127
| -1% | -$146K | 1.33% | 16 |
|
|
2023
Q2 | $14.2M | Sell |
294,743
-3,794
| -1% | -$183K | 1.42% | 14 |
|
|
2023
Q1 | $13.3M | Sell |
298,537
-3,821
| -1% | -$170K | 1.44% | 16 |
|
|
2022
Q4 | $12.6M | Sell |
302,358
-75,045
| -20% | -$3.12M | 1.51% | 15 |
|
|
2022
Q3 | $14.7M | Sell |
377,403
-17,789
| -5% | -$691K | 2.08% | 10 |
|
|
2022
Q2 | $16.1M | Sell |
395,192
-12,260
| -3% | -$500K | 2.79% | 9 |
|
|
2022
Q1 | $20M | Buy |
407,452
+723
| +0.2% | +$35.4K | 3.19% | 7 |
|
|
2021
Q4 | $21M | Buy |
406,729
+14,373
| +4% | +$743K | 3.34% | 6 |
|
|
2021
Q3 | $18.5M | Buy |
392,356
+27,731
| +8% | +$1.31M | 3.67% | 5 |
|
|
2021
Q2 | $17.2M | Buy |
+364,625
| New | +$17.2M | 3.99% | 4 |
|