Moneta Group Investment Advisors’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 | $2.62M | Buy |
39,106
+70
| +0.2% | +$4.69K | 0.03% | 200 |
|
|
2025
Q1 | $2.36M | Buy |
39,036
+10,921
| +39% | +$661K | 0.03% | 195 |
|
|
2024
Q4 | $1.79M | Sell |
28,115
-400
| -1% | -$25.5K | 0.03% | 223 |
|
|
2024
Q3 | $1.77M | Buy |
28,515
+5,377
| +23% | +$334K | 0.03% | 209 |
|
|
2024
Q2 | $1.36M | Buy |
23,138
+4
| +0% | +$235 | 0.02% | 232 |
|
|
2024
Q1 | $1.32M | Sell |
23,134
-10,726
| -32% | -$611K | 0.02% | 231 |
|
|
2023
Q4 | $1.75M | Buy |
33,860
+8
| +0% | +$415 | 0.03% | 186 |
|
|
2023
Q3 | $1.58M | Sell |
33,852
-845
| -2% | -$39.3K | 0.04% | 184 |
|
|
2023
Q2 | $1.67M | Buy |
34,697
+10,687
| +45% | +$515K | 0.04% | 181 |
|
|
2023
Q1 | $1.07M | Buy |
24,010
+10,386
| +76% | +$461K | 0.03% | 209 |
|
|
2022
Q4 | $603K | Sell |
13,624
-879
| -6% | -$38.9K | 0.02% | 266 |
|
|
2022
Q3 | $563K | Sell |
14,503
-1,325
| -8% | -$51.4K | 0.02% | 260 |
|
|
2022
Q2 | $645K | Buy |
15,828
+7,342
| +87% | +$299K | 0.02% | 263 |
|
|
2022
Q1 | $416K | Buy |
8,486
+807
| +11% | +$39.6K | 0.02% | 315 |
|
|
2021
Q4 | $397K | Buy |
7,679
+3
| +0% | +$155 | 0.02% | 329 |
|
|
2021
Q3 | $362K | Sell |
7,676
-6
| -0.1% | -$283 | 0.02% | 329 |
|
|
2021
Q2 | $362K | Buy |
+7,682
| New | +$362K | 0.02% | 331 |
|