Private Advisory Group’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
Q2 | $694K | Hold |
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|
2025
Q1 | $627K | Hold |
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|
2024
Q4 | $661K | Buy |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $259K | Buy |
|