Meritas Wealth Management’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 | $18.6M | Buy |
277,065
+7,714
| +3% | +$517K | 10.21% | 3 |
|
|
2025
Q1 | $16.3M | Buy |
269,351
+16,887
| +7% | +$1.02M | 9.55% | 3 |
|
|
2024
Q4 | $16.1M | Buy |
252,464
+8,267
| +3% | +$527K | 9.68% | 3 |
|
|
2024
Q3 | $15.2M | Buy |
244,197
+16,138
| +7% | +$1M | 9.4% | 3 |
|
|
2024
Q2 | $13.4M | Sell |
228,059
-4,586
| -2% | -$270K | 9.46% | 3 |
|
|
2024
Q1 | $13.3M | Buy |
232,645
+7,702
| +3% | +$439K | 9.23% | 3 |
|
|
2023
Q4 | $11.7M | Sell |
224,943
-1,345
| -0.6% | -$69.7K | 8.74% | 4 |
|
|
2023
Q3 | $10.5M | Buy |
226,288
+2,223
| +1% | +$103K | 8.07% | 3 |
|
|
2023
Q2 | $10.8M | Sell |
224,065
-2,616
| -1% | -$126K | 8.1% | 4 |
|
|
2023
Q1 | $10.1M | Buy |
226,681
+10,242
| +5% | +$455K | 7.92% | 4 |
|
|
2022
Q4 | $9.01M | Buy |
+216,439
| New | +$9.01M | 7.44% | 3 |
|