Measured Wealth Private Client Group’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 | $909K | Sell |
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|
2025
Q1 | $908K | Sell |
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|
2024
Q4 | $964K | Sell |
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|
2024
Q3 | $946K | Sell |
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|
2024
Q2 | $987K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $969K | Sell |
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|
2023
Q3 | $873K | Sell |
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|
2023
Q2 | $908K | Hold |
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|
2023
Q1 | $838K | Hold |
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|
2022
Q4 | $785K | Sell |
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|
2022
Q3 | $740K | Hold |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $959K | Sell |
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|
2021
Q3 | $876K | Hold |
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|
2021
Q2 | $876K | Buy |
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