Rockwood Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Hold |
8,056
| – | – | 0.05% | 59 |
|
|
2025
Q1 | $487K | Hold |
8,056
| – | – | 0.05% | 55 |
|
|
2024
Q4 | $515K | Hold |
8,056
| – | – | 0.06% | 51 |
|
|
2024
Q3 | $501K | Hold |
8,056
| – | – | 0.06% | 52 |
|
|
2024
Q2 | $474K | Hold |
8,056
| – | – | 0.06% | 52 |
|
|
2024
Q1 | $459K | Hold |
8,056
| – | – | 0.06% | 54 |
|
|
2023
Q4 | $418K | Sell |
8,056
-24
| -0.3% | -$1.24K | 0.06% | 53 |
|
|
2023
Q3 | $376K | Hold |
8,080
| – | – | 0.06% | 48 |
|
|
2023
Q2 | $389K | Buy |
8,080
+9
| +0.1% | +$433 | 0.07% | 52 |
|
|
2023
Q1 | $359K | Buy |
8,071
+8
| +0.1% | +$355 | 0.07% | 49 |
|
|
2022
Q4 | $336K | Sell |
8,063
-9,235
| -53% | -$384K | 0.08% | 49 |
|
|
2022
Q3 | $672K | Buy |
17,298
+505
| +3% | +$19.6K | 0.21% | 28 |
|
|
2022
Q2 | $684K | Buy |
16,793
+40
| +0.2% | +$1.63K | 0.32% | 26 |
|
|
2022
Q1 | $821K | Buy |
16,753
+26
| +0.2% | +$1.27K | 0.39% | 22 |
|
|
2021
Q4 | $865K | Buy |
+16,727
| New | +$865K | 0.38% | 26 |
|