Lowe Brockenbrough & Co’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 | $706K | Sell |
10,534
-1,061
| -9% | -$71.1K | 0.04% | 197 |
|
|
2025
Q1 | $701K | Hold |
11,595
| – | – | 0.05% | 195 |
|
|
2024
Q4 | $739K | Hold |
11,595
| – | – | 0.05% | 194 |
|
|
2024
Q3 | $721K | Buy |
11,595
+6,264
| +118% | +$390K | 0.05% | 200 |
|
|
2024
Q2 | $314K | Hold |
5,331
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $304K | Sell |
5,331
-6,264
| -54% | -$357K | 0.02% | 238 |
|
|
2023
Q4 | $601K | Buy |
11,595
+6,264
| +118% | +$325K | 0.05% | 202 |
|
|
2023
Q3 | $248K | Hold |
5,331
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $257K | Hold |
5,331
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $237K | Hold |
5,331
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $222K | Hold |
5,331
| – | – | 0.02% | 250 |
|
|
2022
Q3 | $207K | Hold |
5,331
| – | – | 0.02% | 249 |
|
|
2022
Q2 | $217K | Hold |
5,331
| – | – | 0.02% | 254 |
|
|
2022
Q1 | $261K | Hold |
5,331
| – | – | 0.02% | 252 |
|
|
2021
Q4 | $276K | Hold |
5,331
| – | – | 0.02% | 229 |
|
|
2021
Q3 | $251K | Buy |
+5,331
| New | +$251K | 0.02% | 251 |
|