Trademark Financial Management’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 | $777K | Hold |
11,600
| – | – | 0.48% | 45 |
|
2025
Q1 | $702K | Hold |
11,600
| – | – | 0.54% | 45 |
|
2024
Q4 | $740K | Hold |
11,600
| – | – | 0.59% | 35 |
|
2024
Q3 | $722K | Hold |
11,600
| – | – | 0.57% | 38 |
|
2024
Q2 | $683K | Hold |
11,600
| – | – | 0.56% | 38 |
|
2024
Q1 | $661K | Sell |
11,600
-125
| -1% | -$7.12K | 0.55% | 44 |
|
2023
Q4 | $608K | Buy |
+11,725
| New | +$608K | 0.45% | 54 |
|