Safeguard Investment Advisory Group’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 | $1.39M | Sell |
20,803
-2,483
| -11% | -$166K | 0.35% | 33 |
|
|
2025
Q1 | $1.41M | Sell |
23,286
-281
| -1% | -$17K | 0.38% | 32 |
|
|
2024
Q4 | $1.5M | Sell |
23,567
-1,084
| -4% | -$69.1K | 0.41% | 25 |
|
|
2024
Q3 | $1.53M | Sell |
24,651
-1,217
| -5% | -$75.7K | 0.44% | 23 |
|
|
2024
Q2 | $1.52M | Sell |
25,868
-9,657
| -27% | -$568K | 0.47% | 22 |
|
|
2024
Q1 | $2.02M | Sell |
35,525
-3,959
| -10% | -$226K | 0.69% | 17 |
|
|
2023
Q4 | $2.05M | Sell |
39,484
-4,970
| -11% | -$258K | 0.77% | 18 |
|
|
2023
Q3 | $2.07M | Sell |
44,454
-2,742
| -6% | -$128K | 0.9% | 17 |
|
|
2023
Q2 | $2.27M | Sell |
47,196
-9,321
| -16% | -$449K | 0.97% | 18 |
|
|
2023
Q1 | $2.51M | Sell |
56,517
-11,881
| -17% | -$528K | 1.21% | 14 |
|
|
2022
Q4 | $2.85M | Buy |
68,398
+2,073
| +3% | +$86.3K | 1.75% | 17 |
|
|
2022
Q3 | $2.57M | Buy |
66,325
+6,164
| +10% | +$239K | 1.76% | 17 |
|
|
2022
Q2 | $2.95M | Buy |
+60,161
| New | +$2.95M | 1.81% | 16 |
|
|
2022
Q1 | – | Sell |
-56,056
| Closed | -$2.9M | – | 94 |
|
|
2021
Q4 | $2.9M | Buy |
56,056
+14,821
| +36% | +$766K | 1.69% | 15 |
|
|
2021
Q3 | $1.94M | Buy |
41,235
+30,162
| +272% | +$1.42M | 1.26% | 22 |
|
|
2021
Q2 | $521K | Buy |
+11,073
| New | +$521K | 0.37% | 45 |
|