United Capital Financial 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 | $5.7M | Sell |
85,055
-2,646
| -3% | -$177K | 0.05% | 262 |
|
|
2025
Q1 | $5.3M | Buy |
87,701
+1,536
| +2% | +$92.9K | 0.05% | 264 |
|
|
2024
Q4 | $5.49M | Sell |
86,165
-878
| -1% | -$56K | 0.05% | 246 |
|
|
2024
Q3 | $5.41M | Buy |
87,043
+88
| +0.1% | +$5.47K | 0.04% | 247 |
|
|
2024
Q2 | $5.12M | Sell |
86,955
-4,153
| -5% | -$244K | 0.04% | 254 |
|
|
2024
Q1 | $5.19M | Buy |
91,108
+34
| +0% | +$1.94K | 0.04% | 276 |
|
|
2023
Q4 | $4.72M | Sell |
91,074
-38,769
| -30% | -$2.01M | 0.04% | 298 |
|
|
2023
Q3 | $6.04M | Buy |
129,843
+7,875
| +6% | +$367K | 0.04% | 277 |
|
|
2023
Q2 | $5.87M | Sell |
121,968
-11,602
| -9% | -$559K | 0.03% | 293 |
|
|
2023
Q1 | $5.93M | Sell |
133,570
-934
| -0.7% | -$41.5K | 0.03% | 302 |
|
|
2022
Q4 | $5.6M | Sell |
134,504
-9,788
| -7% | -$407K | 0.03% | 315 |
|
|
2022
Q3 | $5.6M | Buy |
144,292
+2,305
| +2% | +$89.5K | 0.03% | 312 |
|
|
2022
Q2 | $5.79M | Buy |
141,987
+1,699
| +1% | +$69.2K | 0.03% | 323 |
|
|
2022
Q1 | $6.88M | Buy |
140,288
+7,979
| +6% | +$391K | 0.03% | 318 |
|
|
2021
Q4 | $6.84M | Sell |
132,309
-8,517
| -6% | -$440K | 0.03% | 328 |
|
|
2021
Q3 | $6.64M | Sell |
140,826
-880
| -0.6% | -$41.5K | 0.03% | 328 |
|
|
2021
Q2 | $6.68M | Buy |
+141,706
| New | +$6.68M | 0.03% | 336 |
|