MAI Capital Management’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 | $678K | Buy |
10,116
+24
| +0.2% | +$1.61K | ﹤0.01% | 735 |
|
2025
Q1 | $610K | Buy |
10,092
+535
| +6% | +$32.4K | ﹤0.01% | 739 |
|
2024
Q4 | $609K | Sell |
9,557
-745
| -7% | -$47.5K | ﹤0.01% | 754 |
|
2024
Q3 | $641K | Buy |
10,302
+1,191
| +13% | +$74.1K | 0.01% | 657 |
|
2024
Q2 | $536K | Sell |
9,111
-1,344
| -13% | -$79.1K | 0.01% | 767 |
|
2024
Q1 | $596K | Buy |
10,455
+19
| +0.2% | +$1.08K | 0.01% | 709 |
|
2023
Q4 | $541K | Sell |
10,436
-121
| -1% | -$6.27K | 0.01% | 657 |
|
2023
Q3 | $491K | Buy |
+10,557
| New | +$491K | 0.01% | 636 |
|