Montag & Associates’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 | $879K | Hold |
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|
2025
Q2 | $814K | Sell |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.88M | Buy |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $2.56M | Buy |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.32M | Buy |
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