SHFA
SC&H Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
412,324
+25,249
| +7% | +$1.69M | 4.72% | 6 |
|
|
2025
Q1 | $23.4M | Buy |
387,075
+22,036
| +6% | +$1.33M | 4.61% | 6 |
|
|
2024
Q4 | $23.3M | Buy |
365,039
+50,554
| +16% | +$3.22M | 4.81% | 4 |
|
|
2024
Q3 | $19.6M | Buy |
314,485
+33,738
| +12% | +$2.1M | 4.27% | 7 |
|
|
2024
Q2 | $16.5M | Buy |
280,747
+26,103
| +10% | +$1.54M | 4.05% | 7 |
|
|
2024
Q1 | $14.5M | Buy |
254,644
+17,887
| +8% | +$1.02M | 3.78% | 7 |
|
|
2023
Q4 | $12.3M | Buy |
236,757
+11,575
| +5% | +$600K | 3.54% | 8 |
|
|
2023
Q3 | $10.5M | Buy |
225,182
+7,768
| +4% | +$362K | 3.49% | 7 |
|
|
2023
Q2 | $10.5M | Buy |
217,414
+10,794
| +5% | +$520K | 3.46% | 7 |
|
|
2023
Q1 | $9.18M | Buy |
206,620
+19,237
| +10% | +$855K | 3.35% | 7 |
|
|
2022
Q4 | $7.8M | Buy |
187,383
+42,328
| +29% | +$1.76M | 3.23% | 8 |
|
|
2022
Q3 | $5.63M | Buy |
145,055
+455
| +0.3% | +$17.7K | 2.82% | 10 |
|
|
2022
Q2 | $5.89M | Buy |
144,600
+107,227
| +287% | +$4.37M | 2.75% | 8 |
|
|
2022
Q1 | $1.83M | Buy |
37,373
+21,773
| +140% | +$1.07M | 0.87% | 25 |
|
|
2021
Q4 | $807K | Buy |
+15,600
| New | +$807K | 0.45% | 53 |
|