Plante Moran Financial Advisors’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 | $77.7K | Hold |
1,159
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $70.1K | Buy |
1,159
+270
| +30% | +$16.3K | 0.01% | 291 |
|
|
2024
Q4 | $56.7K | Hold |
889
| – | – | ﹤0.01% | 327 |
|
|
2024
Q3 | $55.3K | Hold |
889
| – | – | ﹤0.01% | 372 |
|
|
2024
Q2 | $52.3K | Hold |
889
| – | – | 0.01% | 333 |
|
|
2024
Q1 | $50.7K | Hold |
889
| – | – | 0.01% | 331 |
|
|
2023
Q4 | $46.1K | Hold |
889
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $41.4K | Hold |
889
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $42.8K | Hold |
889
| – | – | 0.01% | 319 |
|
|
2023
Q1 | $39.5K | Buy |
+889
| New | +$39.5K | 0.01% | 319 |
|