Steward Partners Investment Advisory’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 | $1.11M | Sell |
16,571
-5,184
| -24% | -$347K | 0.01% | 947 |
|
|
2025
Q1 | $1.32M | Buy |
21,755
+4,988
| +30% | +$302K | 0.01% | 804 |
|
|
2024
Q4 | $1.07M | Buy |
16,767
+565
| +3% | +$36K | 0.01% | 849 |
|
|
2024
Q3 | $1.01M | Buy |
16,202
+4,293
| +36% | +$267K | 0.01% | 846 |
|
|
2024
Q2 | $701K | Sell |
11,909
-550
| -4% | -$32.4K | 0.01% | 929 |
|
|
2024
Q1 | $710K | Buy |
12,459
+421
| +3% | +$24K | 0.01% | 916 |
|
|
2023
Q4 | $624K | Buy |
12,038
+10,800
| +872% | +$560K | 0.01% | 901 |
|
|
2023
Q3 | $57.6K | Buy |
1,238
+100
| +9% | +$4.66K | ﹤0.01% | 1843 |
|
|
2023
Q2 | $54.8K | Hold |
1,138
| – | – | ﹤0.01% | 1846 |
|
|
2023
Q1 | $50.6K | Hold |
1,138
| – | – | ﹤0.01% | 1860 |
|
|
2022
Q4 | $47.4K | Hold |
1,138
| – | – | ﹤0.01% | 1857 |
|
|
2022
Q3 | $44K | Hold |
1,138
| – | – | ﹤0.01% | 1849 |
|
|
2022
Q2 | $46K | Hold |
1,138
| – | – | ﹤0.01% | 1846 |
|
|
2022
Q1 | $56K | Hold |
1,138
| – | – | ﹤0.01% | 1857 |
|
|
2021
Q4 | $59K | Sell |
1,138
-150
| -12% | -$7.78K | ﹤0.01% | 1824 |
|
|
2021
Q3 | $61K | Hold |
1,288
| – | – | ﹤0.01% | 1783 |
|
|
2021
Q2 | $61K | Buy |
+1,288
| New | +$61K | ﹤0.01% | 2915 |
|