Northern Financial 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 | $291K | Buy |
4,346
+4
| +0.1% | +$268 | 0.22% | 93 |
|
|
2025
Q1 | $263K | Buy |
4,342
+3
| +0.1% | +$181 | 0.22% | 93 |
|
|
2024
Q4 | $277K | Buy |
4,339
+6
| +0.1% | +$382 | 0.22% | 94 |
|
|
2024
Q3 | $270K | Sell |
4,333
-404
| -9% | -$25.1K | 0.2% | 97 |
|
|
2024
Q2 | $279K | Buy |
4,737
+5
| +0.1% | +$294 | 0.22% | 94 |
|
|
2024
Q1 | $270K | Buy |
4,732
+4
| +0.1% | +$228 | 0.21% | 103 |
|
|
2023
Q4 | $245K | Sell |
4,728
-1,041
| -18% | -$54K | 0.21% | 106 |
|
|
2023
Q3 | $269K | Buy |
5,769
+11
| +0.2% | +$512 | 0.25% | 99 |
|
|
2023
Q2 | $277K | Buy |
5,758
+10
| +0.2% | +$482 | 0.24% | 97 |
|
|
2023
Q1 | $255K | Buy |
5,748
+9
| +0.2% | +$400 | 0.24% | 97 |
|
|
2022
Q4 | $239K | Buy |
+5,739
| New | +$239K | 0.27% | 86 |
|