Perigon Wealth Management’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
$913K Buy
13,619
+4,040
+42% +$271K 0.02% 495
2025
Q1
$579K Buy
9,579
+2,629
+38% +$159K 0.01% 598
2024
Q4
$449K Buy
6,950
+1,191
+21% +$76.9K 0.01% 668
2024
Q3
$358K Hold
5,759
0.01% 717
2024
Q2
$339K Buy
+5,759
New +$339K 0.01% 645