Life Planning Partners’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 | $2.34M | Buy |
34,934
+4,411
| +14% | +$296K | 1.86% | 14 |
|
|
2025
Q1 | $1.85M | Buy |
30,523
+2,827
| +10% | +$171K | 1.67% | 14 |
|
|
2024
Q4 | $1.77M | Buy |
27,696
+1,317
| +5% | +$84K | 1.63% | 14 |
|
|
2024
Q3 | $1.64M | Buy |
26,379
+1,377
| +6% | +$85.7K | 1.47% | 17 |
|
|
2024
Q2 | $1.47M | Buy |
25,002
+3,764
| +18% | +$222K | 1.34% | 18 |
|
|
2024
Q1 | $1.21M | Buy |
21,238
+3,048
| +17% | +$174K | 1.21% | 22 |
|
|
2023
Q4 | $943K | Buy |
+18,190
| New | +$943K | 0.93% | 25 |
|
|
2022
Q3 | $725K | Hold |
18,667
| – | – | 0.83% | 25 |
|
|
2022
Q2 | $762K | Hold |
18,667
| – | – | 0.86% | 25 |
|
|
2022
Q1 | $915K | Hold |
18,667
| – | – | 0.93% | 25 |
|
|
2021
Q4 | $967K | Buy |
+18,667
| New | +$967K | 0.97% | 26 |
|