United Capital Financial Advisors’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	$5.84M	Buy	82,369 +604	+0.7%	+$44.8K	0.04%	331
2025 Q4	$6.06M	Sell	81,765 -2,720	-3%	-$200K	0.04%	320
2025 Q3	$6.12M	Sell	84,485 -570	-0.7%	-$39.7K	0.04%	270
2025 Q2	$5.7M	Sell	85,055 -2,646	-3%	-$164K	0.05%	263
2025 Q1	$5.3M	Buy	87,701 +1,536	+2%	+$98.2K	0.05%	265
2024 Q4	$5.49M	Sell	86,165 -878	-1%	-$56.3K	0.05%	247
2024 Q3	$5.41M	Buy	87,043 +88	+0.1%	+$5.27K	0.04%	247
2024 Q2	$5.12M	Sell	86,955 -4,153	-5%	-$236K	0.04%	255
2024 Q1	$5.19M	Buy	91,108 +34	+0%	+$1.84K	0.04%	277
2023 Q4	$4.72M	Sell	91,074 -38,769	-30%	-$1.88M	0.04%	298
2023 Q3	$6.04M	Buy	129,843 +7,875	+6%	+$381K	0.04%	277
2023 Q2	$5.87M	Sell	121,968 -11,602	-9%	-$528K	0.03%	293
2023 Q1	$5.93M	Sell	133,570 -934	-0.7%	-$40.6K	0.03%	302
2022 Q4	$5.6M	Sell	134,504 -9,788	-7%	-$409K	0.03%	315
2022 Q3	$5.6M	Buy	144,292 +2,305	+2%	+$99.1K	0.03%	312
2022 Q2	$5.79M	Buy	141,987 +1,699	+1%	+$75.3K	0.03%	323
2022 Q1	$6.88M	Buy	140,288 +7,979	+6%	+$386K	0.03%	319
2021 Q4	$6.84M	Sell	132,309 -8,517	-6%	-$428K	0.03%	328
2021 Q3	$6.64M	Sell	140,826 -880	-0.6%	-$42.6K	0.03%	328
2021 Q2	$6.68M	Buy	+141,706	New	+$6.61M	0.03%	336