Sound View Wealth Advisors Group’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 | $634K | Hold |
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|
2025
Q1 | $572K | Hold |
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|
2024
Q4 | $603K | Hold |
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|
2024
Q3 | $589K | Hold |
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|
2024
Q2 | $557K | Hold |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $490K | Buy |
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