Market Street Wealth Management Advisors’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 | $1.79M | Hold |
26,723
| – | – | 0.29% | 44 |
|
2025
Q1 | $1.62M | Sell |
26,723
-545
| -2% | -$33K | 0.27% | 41 |
|
2024
Q4 | $1.74M | Hold |
27,268
| – | – | 0.29% | 42 |
|
2024
Q3 | $1.7M | Sell |
27,268
-330
| -1% | -$20.5K | 0.28% | 42 |
|
2024
Q2 | $1.62M | Sell |
27,598
-3,102
| -10% | -$183K | 0.28% | 42 |
|
2024
Q1 | $1.75M | Sell |
30,700
-1,956
| -6% | -$111K | 0.31% | 39 |
|
2023
Q4 | $1.69M | Sell |
32,656
-9,382
| -22% | -$486K | 0.35% | 40 |
|
2023
Q3 | $1.96M | Sell |
42,038
-2,028
| -5% | -$94.4K | 0.5% | 35 |
|
2023
Q2 | $2.12M | Sell |
44,066
-1,607
| -4% | -$77.4K | 0.54% | 32 |
|
2023
Q1 | $2.03M | Buy |
45,673
+597
| +1% | +$26.5K | 0.53% | 33 |
|
2022
Q4 | $1.88M | Sell |
45,076
-12,330
| -21% | -$513K | 0.54% | 37 |
|
2022
Q3 | $2.23M | Buy |
57,406
+13,393
| +30% | +$520K | 0.71% | 31 |
|
2022
Q2 | $1.79M | Buy |
+44,013
| New | +$1.79M | 0.55% | 40 |
|