Phillips Financial 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 | $909K | Buy |
13,558
+23
| +0.2% | +$1.54K | 0.07% | 110 |
|
|
2025
Q1 | $819K | Sell |
13,535
-403
| -3% | -$24.4K | 0.06% | 111 |
|
|
2024
Q4 | $889K | Sell |
13,938
-1,075
| -7% | -$68.5K | 0.07% | 108 |
|
|
2024
Q3 | $934K | Buy |
15,013
+346
| +2% | +$21.5K | 0.07% | 111 |
|
|
2024
Q2 | $863K | Buy |
14,667
+24
| +0.2% | +$1.41K | 0.07% | 113 |
|
|
2024
Q1 | $834K | Buy |
14,643
+18
| +0.1% | +$1.03K | 0.07% | 114 |
|
|
2023
Q4 | $758K | Sell |
14,625
-525
| -3% | -$27.2K | 0.07% | 112 |
|
|
2023
Q3 | $705K | Buy |
15,150
+31
| +0.2% | +$1.44K | 0.07% | 112 |
|
|
2023
Q2 | $728K | Sell |
15,119
-149
| -1% | -$7.18K | 0.07% | 109 |
|
|
2023
Q1 | $678K | Buy |
15,268
+29
| +0.2% | +$1.29K | 0.07% | 114 |
|
|
2022
Q4 | $634K | Sell |
15,239
-293
| -2% | -$12.2K | 0.06% | 103 |
|
|
2022
Q3 | $603K | Sell |
15,532
-1,084
| -7% | -$42.1K | 0.07% | 106 |
|
|
2022
Q2 | $677K | Buy |
16,616
+3,730
| +29% | +$152K | 0.07% | 91 |
|
|
2022
Q1 | $632K | Buy |
+12,886
| New | +$632K | 0.06% | 100 |
|