SIS
Strategic Investment Solutions’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
310,344
-65,671
| -17% | -$4.4M | 6.29% | 2 |
|
|
2025
Q1 | $22.7M | Buy |
376,015
+62,767
| +20% | +$3.8M | 6.6% | 2 |
|
|
2024
Q4 | $17M | Sell |
313,248
-64,723
| -17% | -$3.52M | 5.7% | 2 |
|
|
2024
Q3 | $23.5M | Buy |
377,971
+6,955
| +2% | +$433K | 7.04% | 2 |
|
|
2024
Q2 | $22.2M | Buy |
+371,016
| New | +$22.2M | 7.17% | 2 |
|
|
2023
Q4 | $15.4M | Sell |
297,232
-2,173,206
| -88% | -$113M | 2.67% | 6 |
|
|
2023
Q3 | $119M | Buy |
2,470,438
+2,439,997
| +8,015% | +$118M | 1.47% | 19 |
|
|
2023
Q2 | $1.44M | Sell |
30,441
-124,918
| -80% | -$5.9M | 0.29% | 32 |
|
|
2023
Q1 | $6.9M | Sell |
155,359
-582
| -0.4% | -$25.9K | 1.35% | 17 |
|
|
2022
Q4 | $7.08M | Buy |
+155,941
| New | +$7.08M | 3.5% | 8 |
|