Seaside Wealth Management’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
Q3 | $796K | Hold |
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|
2025
Q2 | $736K | Hold |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $739K | Hold |
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|
2024
Q3 | $721K | Hold |
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|
2024
Q2 | $682K | Hold |
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|
2024
Q1 | $660K | Hold |
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|
2023
Q4 | $601K | Hold |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $558K | Hold |
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|
2023
Q1 | $515K | Hold |
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|
2022
Q4 | $482K | Hold |
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|
2022
Q3 | $487K | Hold |
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|
2022
Q2 | $516K | Buy |
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