Meridian Wealth Partners’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 | $301K | Hold |
4,496
| – | – | 0.04% | 93 |
|
|
2025
Q1 | $272K | Hold |
4,496
| – | – | 0.04% | 88 |
|
|
2024
Q4 | $287K | Hold |
4,496
| – | – | 0.04% | 88 |
|
|
2024
Q3 | $280K | Hold |
4,496
| – | – | 0.04% | 86 |
|
|
2024
Q2 | $265K | Hold |
4,496
| – | – | 0.05% | 87 |
|
|
2024
Q1 | $256K | Hold |
4,496
| – | – | 0.05% | 87 |
|
|
2023
Q4 | $233K | Hold |
4,496
| – | – | 0.04% | 92 |
|
|
2023
Q3 | $209K | Hold |
4,496
| – | – | 0.04% | 93 |
|
|
2023
Q2 | $217K | Buy |
+4,496
| New | +$217K | 0.04% | 87 |
|
|
2022
Q2 | – | Sell |
-4,496
| Closed | -$220K | – | 84 |
|
|
2022
Q1 | $220K | Hold |
4,496
| – | – | 0.05% | 74 |
|
|
2021
Q4 | $232K | Hold |
4,496
| – | – | 0.05% | 73 |
|
|
2021
Q3 | $212K | Hold |
4,496
| – | – | 0.05% | 73 |
|
|
2021
Q2 | $212K | Buy |
+4,496
| New | +$212K | 0.05% | 75 |
|