Mission Wealth Management’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 | $5.68M | Sell |
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|
2025
Q2 | $5.34M | Sell |
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|
2025
Q1 | $4.87M | Sell |
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|
2024
Q4 | $5.15M | Sell |
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|
2024
Q3 | $6.26M | Sell |
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|
2024
Q2 | $5.94M | Sell |
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|
2024
Q1 | $6.72M | Buy |
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|
2023
Q4 | $6.08M | Buy |
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|
2023
Q3 | $4.48M | Buy |
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|
2023
Q2 | $4.54M | Buy |
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|
2023
Q1 | $4.05M | Sell |
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|
2022
Q4 | $3.79M | Sell |
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|
2022
Q3 | $3.7M | Sell |
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|
2022
Q2 | $4.11M | Buy |
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|
2022
Q1 | $4.34M | Buy |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $2.96M | Sell |
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|
2021
Q2 | $2.96M | Buy |
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