Retirement Planning Group (Kansas)’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 | $2.91M | Sell |
43,375
-645
| -1% | -$43.2K | 0.12% | 67 |
|
|
2025
Q1 | $2.66M | Sell |
44,020
-759
| -2% | -$45.9K | 0.12% | 67 |
|
|
2024
Q4 | $2.85M | Buy |
44,779
+31
| +0.1% | +$1.98K | 0.14% | 64 |
|
|
2024
Q3 | $2.78M | Buy |
44,748
+8,459
| +23% | +$526K | 0.15% | 70 |
|
|
2024
Q2 | $2.14M | Sell |
36,289
-63
| -0.2% | -$3.71K | 0.14% | 69 |
|
|
2024
Q1 | $2.07M | Hold |
36,352
| – | – | 0.16% | 66 |
|
|
2023
Q4 | $1.88M | Sell |
36,352
-6,026
| -14% | -$312K | 0.17% | 49 |
|
|
2023
Q3 | $1.97M | Hold |
42,378
| – | – | 0.21% | 41 |
|
|
2023
Q2 | $2.04M | Sell |
42,378
-1,153
| -3% | -$55.5K | 0.2% | 41 |
|
|
2023
Q1 | $1.93M | Sell |
43,531
-255
| -0.6% | -$11.3K | 0.21% | 42 |
|
|
2022
Q4 | $1.82M | Sell |
43,786
-2,666
| -6% | -$111K | 0.21% | 46 |
|
|
2022
Q3 | $1.8M | Buy |
46,452
+18
| +0% | +$699 | 0.23% | 36 |
|
|
2022
Q2 | $1.89M | Sell |
46,434
-236
| -0.5% | -$9.62K | 0.23% | 29 |
|
|
2022
Q1 | $2.29M | Buy |
46,670
+9
| +0% | +$441 | 0.25% | 32 |
|
|
2021
Q4 | $2.41M | Buy |
+46,661
| New | +$2.41M | 0.23% | 27 |
|