OLIO Financial Planning’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 | $59.7M | Buy |
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|
2025
Q2 | $54.3M | Buy |
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|
2025
Q1 | $46M | Buy |
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|
2024
Q4 | $42.4M | Buy |
|
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|
2024
Q3 | $10.5M | Buy |
|
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $10.5M | Sell |
|
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|
2023
Q4 | $10.7M | Buy |
|
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|
2023
Q3 | $7.86M | Buy |
|
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|
2023
Q2 | $7.27M | Buy |
|
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|
2023
Q1 | $5.83M | Buy |
|
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|
2022
Q4 | $4.65M | Buy |
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|
2022
Q3 | $3.39M | Buy |
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|
2022
Q2 | $2.38M | Buy |
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|
2022
Q1 | $1.71M | Buy |
|