Shira Ridge Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Buy |
12,422
+15
| +0.1% | +$1.01K | 0.38% | 37 |
|
|
2025
Q1 | $750K | Sell |
12,407
-1,599
| -11% | -$96.7K | 0.37% | 39 |
|
|
2024
Q4 | $893K | Sell |
14,006
-200
| -1% | -$12.8K | 0.44% | 32 |
|
|
2024
Q3 | $884K | Buy |
14,206
+2,007
| +16% | +$125K | 0.45% | 35 |
|
|
2024
Q2 | $718K | Sell |
12,199
-2,540
| -17% | -$149K | 0.4% | 39 |
|
|
2024
Q1 | $840K | Sell |
14,739
-180
| -1% | -$10.3K | 0.48% | 32 |
|
|
2023
Q4 | $773K | Buy |
14,919
+1,516
| +11% | +$78.6K | 0.46% | 36 |
|
|
2023
Q3 | $624K | Sell |
13,403
-180
| -1% | -$8.38K | 0.41% | 38 |
|
|
2023
Q2 | $654K | Sell |
13,583
-49
| -0.4% | -$2.36K | 0.41% | 37 |
|
|
2023
Q1 | $606K | Sell |
13,632
-4,138
| -23% | -$184K | 0.4% | 39 |
|
|
2022
Q4 | $739K | Buy |
+17,770
| New | +$739K | 0.51% | 33 |
|