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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.94M | Sell |
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|
2025
Q2 | $8.32M | Sell |
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|
2025
Q1 | $7.53M | Buy |
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|
2024
Q4 | $7.82M | Sell |
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|
2024
Q3 | $8.14M | Sell |
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|
2024
Q2 | $7.74M | Buy |
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|
2024
Q1 | $4.72M | Hold |
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|
2023
Q4 | $4.3M | Buy |
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|
2023
Q3 | $3.39M | Buy |
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|
2023
Q2 | $3.1M | Hold |
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|
2023
Q1 | $2.86M | Hold |
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|
2022
Q4 | $2.68M | Hold |
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|
2022
Q3 | $2.5M | Hold |
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|
2022
Q2 | $2.63M | Hold |
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|
2022
Q1 | $3.16M | Hold |
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|
2021
Q4 | $3.33M | Sell |
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|
2021
Q3 | $3.08M | Sell |
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|
2021
Q2 | $3.09M | Buy |
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