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
2026 Q1	$715K	Buy	10,088 +2	+0%	+$148	0.05%	146
2025 Q4	$748K	Sell	10,086 -94	-0.9%	-$6.91K	0.05%	137
2025 Q3	$737K	Buy	10,180 +2	+0%	+$139	0.05%	128
2025 Q2	$682K	Sell	10,178 -115	-1%	-$7.12K	0.05%	124
2025 Q1	$623K	Buy	10,293 +2	+0%	+$128	0.05%	131
2024 Q4	$656K	Sell	10,291 -102	-1%	-$6.54K	0.05%	124
2024 Q3	$646K	Sell	10,393 -135	-1%	-$8.08K	0.05%	121
2024 Q2	$620K	Buy	10,528 +3	+0%	+$171	0.05%	116
2024 Q1	$600K	Buy	10,525 +2	+0%	+$108	0.05%	123
2023 Q4	$545K	Sell	10,523 -93	-0.9%	-$4.5K	0.05%	127
2023 Q3	$494K	Buy	10,616 +4	+0%	+$193	0.05%	131
2023 Q2	$511K	Sell	10,612 -109	-1%	-$4.96K	0.05%	123
2023 Q1	$476K	Buy	10,721 +4	+0%	+$174	0.05%	131
2022 Q4	$446K	Buy	10,717 +5	+0%	+$209	0.05%	144
2022 Q3	$416K	Sell	10,712 -114	-1%	-$4.9K	0.05%	136
2022 Q2	$441K	Buy	10,826 +4	+0%	+$177	0.05%	138
2022 Q1	$530K	Buy	10,822 +3	+0%	+$145	0.05%	137
2021 Q4	$559K	Sell	10,819 -794	-7%	-$39.9K	0.05%	140
2021 Q3	$548K	Sell	11,613 -199	-2%	-$9.63K	0.06%	136
2021 Q2	$557K	Buy	+11,812	New	+$551K	0.06%	138