Mission 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 | $5.34M | Sell |
79,702
-756
| -0.9% | -$50.7K | 0.11% | 104 |
|
|
2025
Q1 | $4.87M | Sell |
80,458
-291
| -0.4% | -$17.6K | 0.12% | 99 |
|
|
2024
Q4 | $5.15M | Sell |
80,749
-19,935
| -20% | -$1.27M | 0.12% | 91 |
|
|
2024
Q3 | $6.26M | Sell |
100,684
-274
| -0.3% | -$17K | 0.15% | 78 |
|
|
2024
Q2 | $5.94M | Sell |
100,958
-16,945
| -14% | -$997K | 0.16% | 79 |
|
|
2024
Q1 | $6.72M | Buy |
117,903
+500
| +0.4% | +$28.5K | 0.18% | 83 |
|
|
2023
Q4 | $6.08M | Buy |
117,403
+21,072
| +22% | +$1.09M | 0.2% | 68 |
|
|
2023
Q3 | $4.48M | Buy |
96,331
+2,039
| +2% | +$94.9K | 0.17% | 78 |
|
|
2023
Q2 | $4.54M | Buy |
94,292
+3,223
| +4% | +$155K | 0.17% | 71 |
|
|
2023
Q1 | $4.05M | Sell |
91,069
-87
| -0.1% | -$3.87K | 0.17% | 75 |
|
|
2022
Q4 | $3.79M | Sell |
91,156
-4,086
| -4% | -$170K | 0.18% | 71 |
|
|
2022
Q3 | $3.7M | Sell |
95,242
-5,651
| -6% | -$219K | 0.2% | 64 |
|
|
2022
Q2 | $4.11M | Buy |
100,893
+12,444
| +14% | +$507K | 0.22% | 61 |
|
|
2022
Q1 | $4.34M | Buy |
88,449
+12,536
| +17% | +$615K | 0.2% | 64 |
|
|
2021
Q4 | $3.93M | Buy |
75,913
+13,131
| +21% | +$679K | 0.18% | 66 |
|
|
2021
Q3 | $2.96M | Sell |
62,782
-97
| -0.2% | -$4.58K | 0.15% | 77 |
|
|
2021
Q2 | $2.96M | Buy |
+62,879
| New | +$2.96M | 0.16% | 75 |
|