Oakworth Capital’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 | $151K | Hold |
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|
2025
Q2 | $139K | Buy |
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|
2025
Q1 | $103K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $100K | Hold |
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|
2024
Q1 | $97.2K | Hold |
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|
2023
Q4 | $88.4K | Hold |
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|
2023
Q3 | $79.4K | Hold |
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|
2023
Q2 | $82.1K | Hold |
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|
2023
Q1 | $75.8K | Hold |
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|
2022
Q4 | $70.9K | Hold |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $69K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $88K | Hold |
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|
2021
Q3 | $80K | Hold |
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|
2021
Q2 | $80K | Buy |
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