Lodestone Wealth Management’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 | $3.55M | Buy |
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|
2025
Q2 | $3.18M | Sell |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $3.08M | Sell |
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|
2024
Q3 | $3.02M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $233K | Buy |
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