Lauterbach Financial Advisors’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 | $5.82M | Buy |
86,910
+28,357
| +48% | +$1.9M | 3.2% | 8 |
|
|
2025
Q1 | $3.54M | Sell |
58,553
-5,491
| -9% | -$332K | 2.21% | 8 |
|
|
2024
Q4 | $4.08M | Buy |
64,044
+4,619
| +8% | +$294K | 2.48% | 8 |
|
|
2024
Q3 | $3.7M | Buy |
59,425
+9,855
| +20% | +$613K | 2.25% | 8 |
|
|
2024
Q2 | $2.86M | Buy |
49,570
+4,595
| +10% | +$265K | 1.88% | 9 |
|
|
2024
Q1 | $2.56M | Sell |
44,975
-4,898
| -10% | -$279K | 1.68% | 9 |
|
|
2023
Q4 | $2.58M | Buy |
49,873
+2,217
| +5% | +$115K | 1.8% | 8 |
|
|
2023
Q3 | $2.22M | Sell |
47,656
-491
| -1% | -$22.9K | 1.74% | 8 |
|
|
2023
Q2 | $2.32M | Sell |
48,147
-560
| -1% | -$27K | 1.77% | 8 |
|
|
2023
Q1 | $2.16M | Sell |
48,707
-24
| -0% | -$1.07K | 1.75% | 8 |
|
|
2022
Q4 | $2.03M | Buy |
48,731
+506
| +1% | +$21.1K | 1.81% | 7 |
|
|
2022
Q3 | $1.87M | Sell |
48,225
-54
| -0.1% | -$2.1K | 1.91% | 7 |
|
|
2022
Q2 | $1.97M | Sell |
48,279
-454
| -0.9% | -$18.5K | 1.87% | 7 |
|
|
2022
Q1 | $2.39M | Sell |
48,733
-614
| -1% | -$30.1K | 2.17% | 6 |
|
|
2021
Q4 | $2.55M | Buy |
+49,347
| New | +$2.55M | 2.25% | 6 |
|