Strategic Wealth Partners’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 | $335K | Buy |
+5,001
| New | +$335K | 0.03% | 258 |
|
|
2024
Q4 | $332K | Sell |
5,001
-501
| -9% | -$33.3K | 0.03% | 250 |
|
|
2024
Q3 | $342K | Hold |
5,502
| – | – | 0.03% | 238 |
|
|
2024
Q2 | $324K | Hold |
5,502
| – | – | 0.03% | 232 |
|
|
2024
Q1 | $314K | Sell |
5,502
-773
| -12% | -$44K | 0.03% | 224 |
|
|
2023
Q4 | $325K | Hold |
6,275
| – | – | 0.04% | 222 |
|
|
2023
Q3 | $292K | Hold |
6,275
| – | – | 0.04% | 243 |
|
|
2023
Q2 | $302K | Hold |
6,275
| – | – | 0.04% | 247 |
|
|
2023
Q1 | $279K | Hold |
6,275
| – | – | 0.04% | 223 |
|
|
2022
Q4 | $261K | Hold |
6,275
| – | – | 0.05% | 221 |
|
|
2022
Q3 | $244K | Buy |
+6,275
| New | +$244K | 0.05% | 242 |
|