Life Planning Partners’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.53M | Sell |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $943K | Buy |
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|
2022
Q3 | $725K | Hold |
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|
2022
Q2 | $762K | Hold |
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|
2022
Q1 | $915K | Hold |
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|
2021
Q4 | $967K | Buy |
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