Mason & Associates (California)’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3M | Sell |
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|
2025
Q1 | $64.7M | Sell |
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|
2024
Q4 | $70.3M | Buy |
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|
2024
Q3 | $44.3M | Buy |
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|
2024
Q2 | $34.5M | Buy |
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|
2024
Q1 | $31.8M | Sell |
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|
2023
Q4 | $49.8M | Buy |
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|
2023
Q3 | $18.3M | Buy |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $254K | Buy |
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