Pine Harbor 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 | $34.8M | Buy |
519,119
+7,202
| +1% | +$483K | 12.24% | 1 |
|
|
2025
Q1 | $31M | Buy |
511,917
+18,486
| +4% | +$1.12M | 12.39% | 1 |
|
|
2024
Q4 | $31.5M | Buy |
493,431
+64,668
| +15% | +$4.12M | 12.66% | 1 |
|
|
2024
Q3 | $26.7M | Buy |
428,763
+1,952
| +0.5% | +$121K | 13.27% | 1 |
|
|
2024
Q2 | $25.1M | Buy |
426,811
+39,251
| +10% | +$2.31M | 14.78% | 1 |
|
|
2024
Q1 | $22.1M | Buy |
387,560
+115,000
| +42% | +$6.55M | 13.9% | 1 |
|
|
2023
Q4 | $14.1M | Buy |
+272,560
| New | +$14.1M | 10.75% | 1 |
|