U.S. Capital Wealth Advisors’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 | $1.42M | Hold |
21,240
| – | – | 0.04% | 362 |
|
|
2025
Q1 | $1.28M | Sell |
21,240
-1,000
| -4% | -$60.5K | 0.04% | 372 |
|
|
2024
Q4 | $1.42M | Sell |
22,240
-638
| -3% | -$40.7K | 0.04% | 368 |
|
|
2024
Q3 | $1.42M | Hold |
22,878
| – | – | 0.05% | 310 |
|
|
2024
Q2 | $1.35M | Sell |
22,878
-2,685
| -11% | -$158K | 0.05% | 308 |
|
|
2024
Q1 | $1.46M | Sell |
25,563
-210
| -0.8% | -$12K | 0.06% | 278 |
|
|
2023
Q4 | $1.34M | Hold |
25,773
| – | – | 0.05% | 285 |
|
|
2023
Q3 | $1.2M | Sell |
25,773
-315
| -1% | -$14.7K | 0.05% | 285 |
|
|
2023
Q2 | $1.26M | Sell |
26,088
-701
| -3% | -$33.8K | 0.06% | 286 |
|
|
2023
Q1 | $1.19M | Sell |
26,789
-1,159
| -4% | -$51.5K | 0.06% | 276 |
|
|
2022
Q4 | $1.16M | Hold |
27,948
| – | – | 0.05% | 305 |
|
|
2022
Q3 | $1.09M | Hold |
27,948
| – | – | 0.05% | 322 |
|
|
2022
Q2 | $1.14M | Hold |
27,948
| – | – | 0.05% | 328 |
|
|
2022
Q1 | $1.37M | Sell |
27,948
-150
| -0.5% | -$7.35K | 0.05% | 335 |
|
|
2021
Q4 | $1.45M | Hold |
28,098
| – | – | 0.06% | 326 |
|
|
2021
Q3 | $1.33M | Buy |
+28,098
| New | +$1.33M | 0.06% | 328 |
|