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Ridgeline Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Ridgeline Wealth’s Portfolio DFUS Stock Details DFUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.36M Sell
79,993
-15,851
-17% -$1.06M 4.37% 5
2025
Q1 		$5.8M Sell
95,844
-4,208
-4% -$255K 4.93% 5
2024
Q4 		$6.38M Buy
+100,052
New +$6.38M 5.2% 5