SFMG 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 | $682K | Sell |
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|
2025
Q1 | $623K | Buy |
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|
2024
Q4 | $656K | Sell |
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|
2024
Q3 | $646K | Sell |
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|
2024
Q2 | $620K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $530K | Buy |
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|
2021
Q4 | $559K | Sell |
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|
2021
Q3 | $548K | Sell |
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|
2021
Q2 | $557K | Buy |
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