Safeguard Financial’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
Q1
$533K Sell
8,821
-14,483
-62% -$876K 0.12% 65
2024
Q4
$1.49M Buy
23,304
+9,503
+69% +$606K 0.32% 29
2024
Q3
$858K Buy
+13,801
New +$858K 0.2% 43
2023
Q3
Sell
-2,799
Closed -$134K 179
2023
Q2
$134K Buy
+2,799
New +$134K 0.06% 86