Modera 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
Q2 | $80.8M | Buy |
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|
2025
Q1 | $69.3M | Sell |
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|
2024
Q4 | $73.6M | Sell |
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|
2024
Q3 | $72.6M | Sell |
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|
2024
Q2 | $69.5M | Sell |
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|
2024
Q1 | $68.3M | Sell |
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|
2023
Q4 | $62.4M | Buy |
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|
2023
Q3 | $56M | Sell |
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|
2023
Q2 | $58.5M | Sell |
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|
2023
Q1 | $54.7M | Buy |
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|
2022
Q4 | $49.7M | Buy |
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|
2022
Q3 | $43.9M | Sell |
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|
2022
Q2 | $47.3M | Sell |
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|
2022
Q1 | $57.7M | Buy |
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|
2021
Q4 | $60.7M | Buy |
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|
2021
Q3 | $54.1M | Sell |
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|
2021
Q2 | $54.6M | Buy |
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