Summit Asset Management’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
Q2 | $961K | Hold |
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|
2025
Q1 | $868K | Hold |
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|
2024
Q4 | $914K | Hold |
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|
2024
Q3 | $892K | Hold |
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|
2024
Q2 | $844K | Hold |
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|
2024
Q1 | $817K | Hold |
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|
2023
Q4 | $744K | Hold |
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|
2023
Q3 | $668K | Hold |
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|
2023
Q2 | $691K | Hold |
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|
2023
Q1 | $637K | Hold |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $528K | Hold |
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|
2022
Q1 | $635K | Hold |
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|
2021
Q4 | $670K | Hold |
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|
2021
Q3 | $611K | Buy |
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