Team Hewins’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 | $1.94M | Sell |
29,016
-1,643
| -5% | -$110K | 0.7% | 12 |
|
2025
Q1 | $1.85M | Sell |
30,659
-743
| -2% | -$44.9K | 0.72% | 11 |
|
2024
Q4 | $2M | Sell |
31,402
-6,679
| -18% | -$426K | 0.78% | 9 |
|
2024
Q3 | $2.37M | Buy |
38,081
+25,261
| +197% | +$1.57M | 0.91% | 9 |
|
2024
Q2 | $754K | Hold |
12,820
| – | – | 0.31% | 13 |
|
2024
Q1 | $730K | Hold |
12,820
| – | – | 0.29% | 14 |
|
2023
Q4 | $664K | Buy |
+12,820
| New | +$664K | 0.29% | 14 |
|
2023
Q3 | – | Sell |
-12,820
| Closed | -$617K | – | 36 |
|
2023
Q2 | $617K | Hold |
12,820
| – | – | 0.29% | 14 |
|
2023
Q1 | $570K | Hold |
12,820
| – | – | 0.3% | 13 |
|
2022
Q4 | $533K | Buy |
+12,820
| New | +$533K | 0.29% | 13 |
|