PDS 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 | $291K | Buy |
4,335
+12
| +0.3% | +$804 | 0.02% | 365 |
|
|
2025
Q1 | $261K | Buy |
4,323
+10
| +0.2% | +$605 | 0.02% | 363 |
|
|
2024
Q4 | $275K | Buy |
4,313
+15
| +0.3% | +$956 | 0.02% | 317 |
|
|
2024
Q3 | $267K | Buy |
4,298
+11
| +0.3% | +$684 | 0.02% | 332 |
|
|
2024
Q2 | $252K | Buy |
4,287
+12
| +0.3% | +$706 | 0.03% | 300 |
|
|
2024
Q1 | $244K | Buy |
4,275
+8
| +0.2% | +$456 | 0.03% | 311 |
|
|
2023
Q4 | $221K | Buy |
+4,267
| New | +$221K | 0.03% | 307 |
|
|
2023
Q3 | – | Sell |
-4,233
| Closed | -$204K | – | 343 |
|
|
2023
Q2 | $204K | Buy |
+4,233
| New | +$204K | 0.03% | 295 |
|
|
2022
Q1 | – | Sell |
-4,230
| Closed | -$219K | – | 240 |
|
|
2021
Q4 | $219K | Buy |
+4,230
| New | +$219K | 0.04% | 179 |
|