SC&H Financial 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
2026 Q1	$32.2M	Buy	454,165 +15,887	+4%	+$1.18M	4.86%	6
2025 Q4	$32.5M	Buy	438,278 +7,562	+2%	+$556K	5.03%	5
2025 Q3	$31.2M	Buy	430,716 +18,392	+4%	+$1.28M	5.09%	4
2025 Q2	$27.6M	Buy	412,324 +25,249	+7%	+$1.56M	4.72%	6
2025 Q1	$23.4M	Buy	387,075 +22,036	+6%	+$1.41M	4.61%	6
2024 Q4	$23.3M	Buy	365,039 +50,554	+16%	+$3.24M	4.81%	4
2024 Q3	$19.6M	Buy	314,485 +33,738	+12%	+$2.02M	4.27%	7
2024 Q2	$16.5M	Buy	280,747 +26,103	+10%	+$1.48M	4.05%	7
2024 Q1	$14.5M	Buy	254,644 +17,887	+8%	+$968K	3.78%	7
2023 Q4	$12.3M	Buy	236,757 +11,575	+5%	+$560K	3.54%	8
2023 Q3	$10.5M	Buy	225,182 +7,768	+4%	+$376K	3.49%	7
2023 Q2	$10.5M	Buy	217,414 +10,794	+5%	+$491K	3.46%	7
2023 Q1	$9.18M	Buy	206,620 +19,237	+10%	+$835K	3.35%	7
2022 Q4	$7.8M	Buy	187,383 +42,328	+29%	+$1.77M	3.23%	8
2022 Q3	$5.63M	Buy	145,055 +455	+0.3%	+$19.6K	2.82%	10
2022 Q2	$5.89M	Buy	144,600 +107,227	+287%	+$4.75M	2.75%	8
2022 Q1	$1.83M	Buy	37,373 +21,773	+140%	+$1.05M	0.87%	25
2021 Q4	$807K	Buy	+15,600	New	+$784K	0.45%	53