PCG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $454K | Hold |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $428K | Hold |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $397K | Sell |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $851K | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $653K | Buy |
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