Leo Wealth LLC’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 | $894K | Buy |
13,344
+36
| +0.3% | +$2.41K | 0.07% | 178 |
|
|
2025
Q1 | $805K | Sell |
13,308
-869
| -6% | -$52.6K | 0.12% | 143 |
|
|
2024
Q4 | $904K | Sell |
14,177
-828
| -6% | -$52.8K | 0.08% | 165 |
|
|
2024
Q3 | $933K | Buy |
15,005
+38
| +0.3% | +$2.36K | 0.09% | 159 |
|
|
2024
Q2 | $881K | Buy |
14,967
+41
| +0.3% | +$2.41K | 0.09% | 155 |
|
|
2024
Q1 | $850K | Buy |
14,926
+31
| +0.2% | +$1.77K | 0.09% | 163 |
|
|
2023
Q4 | $772K | Buy |
+14,895
| New | +$772K | 0.08% | 161 |
|