OneDigital Investment Advisors’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 | $9.77M | Buy |
145,825
+56,092
| +63% | +$3.76M | 0.11% | 161 |
|
|
2025
Q1 | $5.43M | Buy |
89,733
+6,510
| +8% | +$394K | 0.06% | 219 |
|
|
2024
Q4 | $5.31M | Sell |
83,223
-2,841
| -3% | -$181K | 0.06% | 231 |
|
|
2024
Q3 | $5.35M | Buy |
86,064
+31,703
| +58% | +$1.97M | 0.06% | 241 |
|
|
2024
Q2 | $3.2M | Buy |
54,361
+463
| +0.9% | +$27.2K | 0.04% | 315 |
|
|
2024
Q1 | $3.07M | Buy |
53,898
+216
| +0.4% | +$12.3K | 0.05% | 258 |
|
|
2023
Q4 | $2.78M | Buy |
53,682
+47,798
| +812% | +$2.48M | 0.05% | 256 |
|
|
2023
Q3 | $274K | Buy |
5,884
+14
| +0.2% | +$652 | 0.01% | 837 |
|
|
2023
Q2 | $283K | Sell |
5,870
-116
| -2% | -$5.59K | 0.01% | 849 |
|
|
2023
Q1 | $266K | Buy |
5,986
+141
| +2% | +$6.27K | 0.01% | 819 |
|
|
2022
Q4 | $243K | Sell |
5,845
-2,262
| -28% | -$94.1K | 0.01% | 722 |
|
|
2022
Q3 | $315K | Buy |
8,107
+16
| +0.2% | +$622 | 0.01% | 585 |
|
|
2022
Q2 | $330K | Sell |
8,091
-4,093
| -34% | -$167K | 0.01% | 533 |
|
|
2022
Q1 | $597K | Buy |
12,184
+9
| +0.1% | +$441 | 0.02% | 390 |
|
|
2021
Q4 | $629K | Buy |
12,175
+15
| +0.1% | +$775 | 0.02% | 365 |
|
|
2021
Q3 | $573K | Buy |
12,160
+11
| +0.1% | +$518 | 0.02% | 383 |
|
|
2021
Q2 | $573K | Buy |
+12,149
| New | +$573K | 0.02% | 371 |
|