Robertson Stephens Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Sell |
124,188
-240
| -0.2% | -$16.1K | 0.26% | 69 |
|
|
2025
Q1 | $7.53M | Buy |
124,428
+1,797
| +1% | +$109K | 0.26% | 72 |
|
|
2024
Q4 | $7.82M | Sell |
122,631
-8,200
| -6% | -$523K | 0.28% | 74 |
|
|
2024
Q3 | $8.14M | Sell |
130,831
-666
| -0.5% | -$41.4K | 0.29% | 73 |
|
|
2024
Q2 | $7.74M | Buy |
131,497
+48,575
| +59% | +$2.86M | 0.39% | 51 |
|
|
2024
Q1 | $4.72M | Hold |
82,922
| – | – | 0.25% | 64 |
|
|
2023
Q4 | $4.3M | Buy |
82,922
+10,064
| +14% | +$522K | 0.26% | 67 |
|
|
2023
Q3 | $3.39M | Buy |
72,858
+8,417
| +13% | +$392K | 0.23% | 94 |
|
|
2023
Q2 | $3.1M | Hold |
64,441
| – | – | 0.22% | 101 |
|
|
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
| – | – | 0.26% | 77 |
|
|
2022
Q2 | $2.63M | Hold |
64,441
| – | – | 0.25% | 85 |
|
|
2022
Q1 | $3.16M | Hold |
64,441
| – | – | 0.27% | 78 |
|
|
2021
Q4 | $3.33M | Sell |
64,441
-954
| -1% | -$49.3K | 0.28% | 84 |
|
|
2021
Q3 | $3.08M | Sell |
65,395
-110
| -0.2% | -$5.19K | 0.35% | 54 |
|
|
2021
Q2 | $3.09M | Buy |
+65,505
| New | +$3.09M | 0.37% | 52 |
|