Marcum Wealth’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
Q1 | $1.57M | Buy |
26,023
+49
| +0.2% | +$2.96K | 0.14% | 79 |
|
|
2024
Q4 | $1.66M | Buy |
25,974
+78
| +0.3% | +$4.97K | 0.14% | 75 |
|
|
2024
Q3 | $1.61M | Buy |
25,896
+54
| +0.2% | +$3.36K | 0.15% | 70 |
|
|
2024
Q2 | $1.52M | Buy |
25,842
+71
| +0.3% | +$4.18K | 0.15% | 71 |
|
|
2024
Q1 | $1.47M | Buy |
25,771
+53
| +0.2% | +$3.02K | 0.15% | 74 |
|
|
2023
Q4 | $1.33M | Buy |
25,718
+116
| +0.5% | +$6.01K | 0.14% | 78 |
|
|
2023
Q3 | $1.19M | Buy |
25,602
+87
| +0.3% | +$4.05K | 0.14% | 80 |
|
|
2023
Q2 | $1.23M | Buy |
25,515
+87
| +0.3% | +$4.19K | 0.14% | 79 |
|
|
2023
Q1 | $1.13M | Buy |
25,428
+78
| +0.3% | +$3.47K | 0.14% | 83 |
|
|
2022
Q4 | $1.05M | Buy |
25,350
+117
| +0.5% | +$4.87K | 0.14% | 81 |
|
|
2022
Q3 | $980K | Buy |
25,233
+99
| +0.4% | +$3.85K | 0.15% | 80 |
|
|
2022
Q2 | $1.02M | Buy |
+25,134
| New | +$1.02M | 0.15% | 86 |
|