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
2026 Q1	$62.6M	Buy	882,588 +26,346	+3%	+$1.95M	17.34%	2
2025 Q4	$63.5M	Buy	856,242 +31,450	+4%	+$2.31M	17.81%	1
2025 Q3	$59.7M	Buy	824,792 +14,883	+2%	+$1.04M	17.53%	1
2025 Q2	$54.3M	Buy	809,909 +49,526	+7%	+$3.07M	17.12%	1
2025 Q1	$46M	Buy	760,383 +95,197	+14%	+$6.08M	15.89%	2
2024 Q4	$42.4M	Buy	665,186 +463,492	+230%	+$29.7M	14.89%	2
2024 Q3	$10.5M	Buy	201,694 +993	+0.5%	+$59.5K	4.41%	6
2024 Q2	$10.4M	Sell	200,701 -993	-0.5%	-$56.5K	4.4%	6
2024 Q1	$10.5M	Sell	201,694 -3,142	-2%	-$170K	4.41%	6
2023 Q4	$10.7M	Buy	204,836 +35,913	+21%	+$1.74M	4.46%	6
2023 Q3	$7.86M	Buy	168,923 +18,007	+12%	+$871K	3.69%	7
2023 Q2	$7.27M	Buy	150,916 +19,639	+15%	+$893K	3.45%	7
2023 Q1	$5.83M	Buy	131,277 +18,888	+17%	+$820K	3.02%	9
2022 Q4	$4.65M	Buy	112,389 +25,095	+29%	+$1.05M	2.53%	11
2022 Q3	$3.39M	Buy	87,294 +28,986	+50%	+$1.25M	2.01%	12
2022 Q2	$2.38M	Buy	58,308 +23,494	+67%	+$1.04M	1.33%	14
2022 Q1	$1.71M	Buy	+34,814	New	+$1.68M	0.98%	15