Strategic Wealth Partners’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 | $362K | Hold |
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|
2025
Q2 | $335K | Buy |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $279K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $244K | Buy |
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