Summit X LLC’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 | $18.9M | Buy |
282,690
+3,759
| +1% | +$252K | 3.53% | 7 |
|
|
2025
Q1 | $16.9M | Buy |
278,931
+9,848
| +4% | +$596K | 3.55% | 6 |
|
|
2024
Q4 | $17.2M | Buy |
269,083
+34,512
| +15% | +$2.2M | 3.8% | 6 |
|
|
2024
Q3 | $13.8M | Sell |
234,571
-11,636
| -5% | -$685K | 3.36% | 7 |
|
|
2024
Q2 | $14.5M | Sell |
246,207
-1,423
| -0.6% | -$83.9K | 3.26% | 7 |
|
|
2024
Q1 | $14.1M | Buy |
+247,630
| New | +$14.1M | 3.62% | 5 |
|