Pathstone Family Office’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
2023
Q3
$4.27M Buy
2023
Q2
$3.69M Buy
2023
Q1
$524K Sell
2022
Q4
$1.04M Buy
2022
Q3
$912K Buy
2022
Q2
$481K Buy
2022
Q1
$257K Buy
2021
Q4
$271K Buy
2021
Q3
$244K Buy
2021
Q2
$245K Buy