Porter White Investment 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 | $326K | Hold |
4,861
| – | – | 0.15% | 33 |
|
|
2025
Q1 | $294K | Hold |
4,861
| – | – | 0.15% | 32 |
|
|
2024
Q4 | $310K | Hold |
4,861
| – | – | 0.16% | 30 |
|
|
2024
Q3 | $302K | Hold |
4,861
| – | – | 0.15% | 29 |
|
|
2024
Q2 | $286K | Hold |
4,861
| – | – | 0.15% | 29 |
|
|
2024
Q1 | $277K | Hold |
4,861
| – | – | 0.15% | 29 |
|
|
2023
Q4 | $252K | Hold |
4,861
| – | – | 0.16% | 27 |
|
|
2023
Q3 | $226K | Hold |
4,861
| – | – | 0.17% | 25 |
|
|
2023
Q2 | $234K | Hold |
4,861
| – | – | 0.19% | 24 |
|
|
2023
Q1 | $216K | Hold |
4,861
| – | – | 0.19% | 21 |
|
|
2022
Q4 | $202K | Buy |
+4,861
| New | +$202K | 0.18% | 20 |
|