Sowell Financial Services’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 | $9.11M | Sell |
135,915
-1,259
| -0.9% | -$84.4K | 0.37% | 51 |
|
|
2025
Q1 | $8.3M | Buy |
137,174
+1,035
| +0.8% | +$62.6K | 0.38% | 52 |
|
|
2024
Q4 | $8.68M | Sell |
136,139
-181,174
| -57% | -$11.5M | 0.46% | 48 |
|
|
2024
Q3 | $19.7M | Buy |
317,313
+1,768
| +0.6% | +$110K | 0.92% | 15 |
|
|
2024
Q2 | $18.6M | Sell |
315,545
-5,573
| -2% | -$328K | 0.89% | 16 |
|
|
2024
Q1 | $18.3M | Buy |
321,118
+7,704
| +2% | +$439K | 0.86% | 16 |
|
|
2023
Q4 | $16.2M | Buy |
313,414
+22,907
| +8% | +$1.19M | 0.88% | 16 |
|
|
2023
Q3 | $13.5M | Buy |
290,507
+39,686
| +16% | +$1.85M | 0.85% | 19 |
|
|
2023
Q2 | $12.1M | Buy |
250,821
+107,442
| +75% | +$5.17M | 0.67% | 24 |
|
|
2023
Q1 | $6.37M | Sell |
143,379
-8,081
| -5% | -$359K | 0.49% | 38 |
|
|
2022
Q4 | $6.3M | Buy |
151,460
+15,856
| +12% | +$660K | 0.41% | 53 |
|
|
2022
Q3 | $5.26M | Buy |
+135,604
| New | +$5.26M | 0.53% | 39 |
|
|
2022
Q2 | – | Sell |
-95,939
| Closed | -$4.7M | – | 293 |
|
|
2022
Q1 | $4.7M | Sell |
95,939
-31,428
| -25% | -$1.54M | 0.82% | 20 |
|
|
2021
Q4 | $6.59M | Buy |
127,367
+3,012
| +2% | +$156K | 0.38% | 58 |
|
|
2021
Q3 | $5.87M | Sell |
124,355
-1,131
| -0.9% | -$53.3K | 0.4% | 57 |
|
|
2021
Q2 | $5.91M | Buy |
+125,486
| New | +$5.91M | 0.39% | 62 |
|