Shira Ridge 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 | $900K | Hold |
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|
2025
Q2 | $833K | Buy |
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|
2025
Q1 | $750K | Sell |
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|
2024
Q4 | $893K | Sell |
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|
2024
Q3 | $884K | Buy |
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|
2024
Q2 | $718K | Sell |
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|
2024
Q1 | $840K | Sell |
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|
2023
Q4 | $773K | Buy |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $654K | Sell |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $739K | Buy |
|