Tradition Wealth 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
2026 Q1	$209K	Hold	2,943	–	–	0.01%	468
2025 Q4	$218K	Buy	2,943 +6	+0.2%	+$441	0.02%	448
2025 Q3	$213K	Buy	+2,937	New	+$205K	0.02%	447
2024 Q1	–	Sell	-2,883	Closed	-$149K	–	580
2023 Q4	$149K	Buy	2,883 +13	+0.5%	+$629	0.02%	375
2023 Q3	$134K	Buy	2,870 +10	+0.3%	+$484	0.02%	372
2023 Q2	$138K	Buy	2,860 +9	+0.3%	+$409	0.02%	383
2023 Q1	$127K	Buy	2,851 +9	+0.3%	+$391	0.02%	374
2022 Q4	$118K	Buy	2,842 +13	+0.5%	+$544	0.02%	339
2022 Q3	$110K	Buy	2,829 +11	+0.4%	+$473	0.02%	344
2022 Q2	$115K	Buy	2,818 +10	+0.4%	+$443	0.02%	336
2022 Q1	$138K	Buy	2,808 +7	+0.2%	+$338	0.02%	344
2021 Q4	$145K	Buy	2,801 +11	+0.4%	+$553	0.02%	339
2021 Q3	$132K	Buy	2,790 +8	+0.3%	+$387	0.02%	325
2021 Q2	$131K	Buy	+2,782	New	+$130K	0.02%	345