Sax Wealth Advisors’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
Q2 | $230M | Buy |
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|
2025
Q1 | $206M | Buy |
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|
2024
Q4 | $208M | Buy |
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|
2024
Q3 | $200M | Buy |
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|
2024
Q2 | $183M | Buy |
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|
2024
Q1 | $157M | Buy |
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|
2023
Q4 | $40.9M | Buy |
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|
2023
Q3 | $29.6M | Buy |
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|
2023
Q2 | $27.3M | Buy |
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|
2023
Q1 | $23.9M | Sell |
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|
2022
Q4 | $22.4M | Sell |
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|
2022
Q3 | $22.1M | Sell |
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|
2022
Q2 | $23.2M | Buy |
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|
2022
Q1 | $27.2M | Sell |
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|
2021
Q4 | $29.6M | Sell |
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|
2021
Q3 | $27.1M | Buy |
|