Quantum Financial Advisors’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
Q3 | $7.6M | Hold |
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|
2025
Q2 | $7.03M | Hold |
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|
2025
Q1 | $6.35M | Hold |
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|
2024
Q4 | $6.69M | Hold |
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|
2024
Q3 | $6.53M | Sell |
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|
2024
Q2 | $6.41M | Hold |
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|
2024
Q1 | $6.21M | Sell |
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|
2023
Q4 | $5.68M | Sell |
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|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $5.28M | Buy |
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|
2023
Q1 | $4.87M | Buy |
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|
2022
Q4 | $4.55M | Sell |
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|
2022
Q3 | $4.27M | Hold |
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|
2022
Q2 | $5.01M | Buy |
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