OneDigital Investment Advisors’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	$21.3M	Buy	300,466 +14,714	+5%	+$1.09M	0.21%	99
2025 Q4	$21.2M	Buy	285,752 +63,616	+29%	+$4.67M	0.21%	99
2025 Q3	$16.1M	Buy	222,136 +76,311	+52%	+$5.32M	0.17%	122
2025 Q2	$9.77M	Buy	145,825 +56,092	+63%	+$3.47M	0.11%	161
2025 Q1	$5.43M	Buy	89,733 +6,510	+8%	+$416K	0.06%	219
2024 Q4	$5.31M	Sell	83,223 -2,841	-3%	-$182K	0.06%	231
2024 Q3	$5.35M	Buy	86,064 +31,703	+58%	+$1.9M	0.06%	241
2024 Q2	$3.2M	Buy	54,361 +463	+0.9%	+$26.3K	0.04%	315
2024 Q1	$3.07M	Buy	53,898 +216	+0.4%	+$11.7K	0.05%	258
2023 Q4	$2.78M	Buy	53,682 +47,798	+812%	+$2.31M	0.05%	256
2023 Q3	$274K	Buy	5,884 +14	+0.2%	+$677	0.01%	837
2023 Q2	$283K	Sell	5,870 -116	-2%	-$5.28K	0.01%	849
2023 Q1	$266K	Buy	5,986 +141	+2%	+$6.12K	0.01%	819
2022 Q4	$243K	Sell	5,845 -2,262	-28%	-$94.6K	0.01%	723
2022 Q3	$315K	Buy	8,107 +16	+0.2%	+$688	0.01%	585
2022 Q2	$330K	Sell	8,091 -4,093	-34%	-$181K	0.01%	533
2022 Q1	$597K	Buy	12,184 +9	+0.1%	+$435	0.02%	393
2021 Q4	$629K	Buy	12,175 +15	+0.1%	+$754	0.02%	377
2021 Q3	$573K	Buy	12,160 +11	+0.1%	+$532	0.02%	387
2021 Q2	$573K	Buy	+12,149	New	+$566K	0.02%	375