North Ridge Wealth 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 | $975K | Hold |
14,544
| – | – | 0.6% | 22 |
|
|
2025
Q1 | $880K | Sell |
14,544
-78
| -0.5% | -$4.72K | 0.59% | 23 |
|
|
2024
Q4 | $932K | Hold |
14,622
| – | – | 0.65% | 23 |
|
|
2024
Q3 | $909K | Hold |
14,622
| – | – | 0.62% | 23 |
|
|
2024
Q2 | $861K | Hold |
14,622
| – | – | 0.65% | 22 |
|
|
2024
Q1 | $833K | Hold |
14,622
| – | – | 0.65% | 22 |
|
|
2023
Q4 | $758K | Sell |
14,622
-148
| -1% | -$7.67K | 0.63% | 24 |
|
|
2023
Q3 | $688K | Hold |
14,770
| – | – | 0.67% | 25 |
|
|
2023
Q2 | $711K | Hold |
14,770
| – | – | 0.68% | 25 |
|
|
2023
Q1 | $656K | Buy |
+14,770
| New | +$656K | 0.66% | 26 |
|