Meridian Wealth Partners’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
Q3 | $326K | Hold |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $212K | Buy |
|