Phillips Financial Management’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 | $984K | Buy |
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|
2025
Q2 | $909K | Buy |
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|
2025
Q1 | $819K | Sell |
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|
2024
Q4 | $889K | Sell |
|
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|
2024
Q3 | $934K | Buy |
|
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|
2024
Q2 | $863K | Buy |
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|
2024
Q1 | $834K | Buy |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $728K | Sell |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $634K | Sell |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $677K | Buy |
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|
2022
Q1 | $632K | Buy |
|