Marshall & Sterling Wealth 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
$105K Buy
1,565
+13
+0.8% +$870 0.07% 108
2025
Q1
$93.9K Sell
1,552
-1
-0.1% -$61 0.06% 108
2024
Q4
$99K Buy
+1,553
New +$99K 0.07% 99