PTC
DFUS

Private Trust Company’s Dimensional US Equity ETF DFUS Stock Holding History

Private Trust Company’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$161K Hold
2,271
– – 0.01% 857
2025
Q4 		$168K Hold
2,271
– – 0.01% 826
2025
Q3 		$165K Sell
2,271
-4,243
-65% -$296K 0.01% 828
2025
Q2 		$437K Sell
6,514
-176
-3% -$10.9K 0.04% 452
2025
Q1 		$405K Buy
6,690
+473
+8% +$30.2K 0.04% 462
2024
Q4 		$396K Sell
6,217
-183
-3% -$11.7K 0.04% 463
2024
Q3 		$398K Sell
6,400
-1,714
-21% -$103K 0.04% 465
2024
Q2 		$478K Buy
8,114
+2,764
+52% +$157K 0.05% 382
2024
Q1 		$305K Hold
5,350
– – 0.03% 506
2023
Q4 		$277K Hold
5,350
– – 0.03% 506
2023
Q3 		$249K Hold
5,350
– – 0.03% 507
2023
Q2 		$258K Buy
5,350
+951
+22% +$43.3K 0.03% 483
2023
Q1 		$195K Hold
4,399
– – 0.03% 548
2022
Q4 		$183K Buy
+4,399
New +$184K 0.03% 531

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