RS
Retirement Solution’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Sell |
448,953
-23,725
| -5% | -$1.59M | 7.68% | 3 |
|
|
2025
Q1 | $28.6M | Sell |
472,678
-1,050
| -0.2% | -$63.5K | 7.87% | 3 |
|
|
2024
Q4 | $30.2M | Sell |
473,728
-20,998
| -4% | -$1.34M | 7.91% | 2 |
|
|
2024
Q3 | $30.8M | Buy |
494,726
+4,256
| +0.9% | +$265K | 7.5% | 2 |
|
|
2024
Q2 | $28.9M | Sell |
490,470
-10,457
| -2% | -$615K | 7.76% | 2 |
|
|
2024
Q1 | $28.5M | Sell |
500,927
-4,493
| -0.9% | -$256K | 7.73% | 2 |
|
|
2023
Q4 | $26.2M | Sell |
505,420
-9,778
| -2% | -$507K | 7.75% | 2 |
|
|
2023
Q3 | $24M | Sell |
515,198
-48,739
| -9% | -$2.27M | 7.92% | 2 |
|
|
2023
Q2 | $27.2M | Sell |
563,937
-3,848
| -0.7% | -$185K | 8.76% | 2 |
|
|
2023
Q1 | $25.2M | Sell |
567,785
-34,517
| -6% | -$1.53M | 8.87% | 2 |
|
|
2022
Q4 | $25.1M | Sell |
602,302
-100,825
| -14% | -$4.2M | 13.77% | 3 |
|
|
2022
Q3 | $27.3M | Buy |
703,127
+103,835
| +17% | +$4.03M | 14.65% | 3 |
|
|
2022
Q2 | $24.4M | Buy |
599,292
+26,503
| +5% | +$1.08M | 13.25% | 3 |
|
|
2022
Q1 | $28.1M | Buy |
572,789
+51,732
| +10% | +$2.54M | 12.41% | 3 |
|
|
2021
Q4 | $26.9M | Buy |
521,057
+18,455
| +4% | +$954K | 11.53% | 3 |
|
|
2021
Q3 | $23.7M | Buy |
502,602
+49,099
| +11% | +$2.32M | 10.91% | 3 |
|
|
2021
Q2 | $21.4M | Buy |
+453,503
| New | +$21.4M | 10.2% | 3 |
|