Plancorp LLC’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 | $308M | Sell |
4,595,119
-117,591
| -2% | -$7.88M | 10.67% | 2 |
|
2025
Q1 | $285M | Sell |
4,712,710
-78,237
| -2% | -$4.73M | 11.3% | 2 |
|
2024
Q4 | $305M | Sell |
4,790,947
-172,987
| -3% | -$11M | 12.54% | 2 |
|
2024
Q3 | $309M | Sell |
4,963,934
-79,830
| -2% | -$4.97M | 12.6% | 2 |
|
2024
Q2 | $297M | Sell |
5,043,764
-77,269
| -2% | -$4.55M | 12.86% | 2 |
|
2024
Q1 | $292M | Sell |
5,121,033
-130,294
| -2% | -$7.42M | 12.67% | 2 |
|
2023
Q4 | $272M | Sell |
5,251,327
-217,093
| -4% | -$11.3M | 13.04% | 2 |
|
2023
Q3 | $255M | Sell |
5,468,420
-60,040
| -1% | -$2.79M | 13.62% | 2 |
|
2023
Q2 | $266M | Sell |
5,528,460
-71,530
| -1% | -$3.44M | 14.36% | 2 |
|
2023
Q1 | $249M | Sell |
5,599,990
-76,691
| -1% | -$3.41M | 13.99% | 2 |
|
2022
Q4 | $236M | Sell |
5,676,681
-32,834
| -0.6% | -$1.37M | 13.93% | 2 |
|
2022
Q3 | $222M | Buy |
5,709,515
+17,178
| +0.3% | +$667K | 14.78% | 2 |
|
2022
Q2 | $232M | Sell |
5,692,337
-86,301
| -1% | -$3.52M | 14.62% | 2 |
|
2022
Q1 | $283M | Sell |
5,778,638
-43,215
| -0.7% | -$2.12M | 18.42% | 2 |
|
2021
Q4 | $301M | Sell |
5,821,853
-76,035
| -1% | -$3.93M | 19.08% | 2 |
|
2021
Q3 | $278M | Sell |
5,897,888
-62,933
| -1% | -$2.97M | 19.22% | 2 |
|
2021
Q2 | $281M | Buy |
+5,960,821
| New | +$281M | 22.04% | 2 |
|