Steward Partners Investment Advisory’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 | $1.19M | Sell |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $701K | Sell |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $57.6K | Buy |
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|
2023
Q2 | $54.8K | Hold |
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|
2023
Q1 | $50.6K | Hold |
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|
2022
Q4 | $47.4K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $59K | Sell |
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|
2021
Q3 | $61K | Hold |
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|
2021
Q2 | $61K | Buy |
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