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