OLIO Financial Planning’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 | $54.3M | Buy |
809,909
+49,526
| +7% | +$3.32M | 17.12% | 1 |
|
|
2025
Q1 | $46M | Buy |
760,383
+95,197
| +14% | +$5.76M | 15.89% | 2 |
|
|
2024
Q4 | $42.4M | Buy |
665,186
+463,492
| +230% | +$29.5M | 14.89% | 2 |
|
|
2024
Q3 | $10.5M | Buy |
201,694
+993
| +0.5% | +$51.6K | 4.41% | 6 |
|
|
2024
Q2 | $10.4M | Sell |
200,701
-993
| -0.5% | -$51.6K | 4.4% | 6 |
|
|
2024
Q1 | $10.5M | Sell |
201,694
-3,142
| -2% | -$163K | 4.41% | 6 |
|
|
2023
Q4 | $10.7M | Buy |
204,836
+35,913
| +21% | +$1.87M | 4.46% | 6 |
|
|
2023
Q3 | $7.86M | Buy |
168,923
+18,007
| +12% | +$838K | 3.69% | 7 |
|
|
2023
Q2 | $7.27M | Buy |
150,916
+19,639
| +15% | +$946K | 3.45% | 7 |
|
|
2023
Q1 | $5.83M | Buy |
131,277
+18,888
| +17% | +$839K | 3.02% | 9 |
|
|
2022
Q4 | $4.65M | Buy |
112,389
+25,095
| +29% | +$1.04M | 2.53% | 11 |
|
|
2022
Q3 | $3.39M | Buy |
87,294
+28,986
| +50% | +$1.13M | 2.01% | 12 |
|
|
2022
Q2 | $2.38M | Buy |
58,308
+23,494
| +67% | +$957K | 1.33% | 14 |
|
|
2022
Q1 | $1.71M | Buy |
+34,814
| New | +$1.71M | 0.98% | 15 |
|