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Sterling Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Sterling Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.1M Sell
311,464
-27,815
-8% -$1.88M 14.91% 3
2025
Q1 		$20.5M Buy
339,279
+32,804
+11% +$1.98M 15.81% 3
2024
Q4 		$19.5M Buy
+306,475
New +$19.5M 15.33% 3