Madrona Financial Services’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 | $573K | Hold |
8,547
| – | – | 0.14% | 52 |
|
|
2025
Q1 | $517K | Hold |
8,547
| – | – | 0.14% | 57 |
|
|
2024
Q4 | $545K | Hold |
8,547
| – | – | 0.15% | 52 |
|
|
2024
Q3 | $532K | Hold |
8,547
| – | – | 0.15% | 56 |
|
|
2024
Q2 | $503K | Sell |
8,547
-1,505
| -15% | -$88.6K | 0.15% | 55 |
|
|
2024
Q1 | $573K | Sell |
10,052
-755
| -7% | -$43K | 0.2% | 48 |
|
|
2023
Q4 | $560K | Hold |
10,807
| – | – | 0.22% | 44 |
|
|
2023
Q3 | $503K | Sell |
10,807
-6,365
| -37% | -$296K | 0.23% | 54 |
|
|
2023
Q2 | $827K | Hold |
17,172
| – | – | 0.4% | 43 |
|
|
2023
Q1 | $763K | Hold |
17,172
| – | – | 0.41% | 33 |
|
|
2022
Q4 | $715K | Hold |
17,172
| – | – | 0.41% | 29 |
|
|
2022
Q3 | $667K | Hold |
17,172
| – | – | 0.41% | 30 |
|
|
2022
Q2 | $700K | Buy |
+17,172
| New | +$700K | 0.41% | 31 |
|
|
2022
Q1 | – | Sell |
-17,172
| Closed | -$888K | – | 79 |
|
|
2021
Q4 | $888K | Buy |
+17,172
| New | +$888K | 0.38% | 34 |
|