SwitchPoint Financial Planning’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
$1.48M Buy
22,154
+596
+3% +$39.9K 1.22% 23
2025
Q1
$1.3M Sell
21,558
-3,882
-15% -$235K 1.24% 22
2024
Q4
$1.62M Buy
+25,440
New +$1.62M 1.55% 19