Robertson Stephens Wealth Management’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
2026 Q1	$7.85M	Sell	110,707 -199	-0.2%	-$14.7K	0.22%	90
2025 Q4	$8.23M	Sell	110,906 -12,528	-10%	-$920K	0.23%	90
2025 Q3	$8.94M	Sell	123,434 -754	-0.6%	-$52.5K	0.27%	70
2025 Q2	$8.32M	Sell	124,188 -240	-0.2%	-$14.9K	0.29%	71
2025 Q1	$7.53M	Buy	124,428 +1,797	+1%	+$115K	0.28%	74
2024 Q4	$7.82M	Sell	122,631 -8,200	-6%	-$526K	0.28%	75
2024 Q3	$8.14M	Sell	130,831 -666	-0.5%	-$39.9K	0.3%	74
2024 Q2	$7.74M	Buy	131,497 +48,575	+59%	+$2.76M	0.4%	52
2024 Q1	$4.72M	Hold	82,922	–	–	0.26%	66
2023 Q4	$4.3M	Buy	82,922 +10,064	+14%	+$487K	0.27%	68
2023 Q3	$3.39M	Buy	72,858 +8,417	+13%	+$407K	0.23%	94
2023 Q2	$3.1M	Hold	64,441	–	–	0.23%	102
2023 Q1	$2.86M	Hold	64,441	–	–	0.22%	96
2022 Q4	$2.68M	Hold	64,441	–	–	0.26%	87
2022 Q3	$2.5M	Hold	64,441	–	–	0.28%	79
2022 Q2	$2.63M	Hold	64,441	–	–	0.26%	87
2022 Q1	$3.16M	Hold	64,441	–	–	0.27%	79
2021 Q4	$3.33M	Sell	64,441 -954	-1%	-$47.9K	0.28%	85
2021 Q3	$3.08M	Sell	65,395 -110	-0.2%	-$5.32K	0.36%	55
2021 Q2	$3.09M	Buy	+65,505	New	+$3.05M	0.37%	52