Valeo 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 | $1.03M | Buy |
15,351
+86
| +0.6% | +$5.76K | 0.03% | 292 |
|
|
2025
Q1 | $923K | Buy |
15,265
+82
| +0.5% | +$4.96K | 0.03% | 275 |
|
|
2024
Q4 | $968K | Hold |
15,183
| – | – | 0.03% | 271 |
|
|
2024
Q3 | $944K | Buy |
15,183
+472
| +3% | +$29.4K | 0.03% | 273 |
|
|
2024
Q2 | $866K | Hold |
14,711
| – | – | 0.03% | 267 |
|
|
2024
Q1 | $810K | Buy |
14,711
+37
| +0.3% | +$2.04K | 0.03% | 270 |
|
|
2023
Q4 | $761K | Buy |
14,674
+319
| +2% | +$16.5K | 0.03% | 265 |
|
|
2023
Q3 | $668K | Buy |
14,355
+1,538
| +12% | +$71.6K | 0.03% | 270 |
|
|
2023
Q2 | $617K | Hold |
12,817
| – | – | 0.03% | 279 |
|
|
2023
Q1 | $569K | Hold |
12,817
| – | – | 0.03% | 308 |
|
|
2022
Q4 | $533K | Hold |
12,817
| – | – | 0.03% | 274 |
|
|
2022
Q3 | $498K | Hold |
12,817
| – | – | 0.03% | 260 |
|
|
2022
Q2 | $522K | Hold |
12,817
| – | – | 0.03% | 244 |
|
|
2022
Q1 | $628K | Hold |
12,817
| – | – | 0.03% | 267 |
|
|
2021
Q4 | $663K | Hold |
12,817
| – | – | 0.04% | 246 |
|
|
2021
Q3 | $604K | Hold |
12,817
| – | – | 0.03% | 248 |
|
|
2021
Q2 | $604K | Buy |
+12,817
| New | +$604K | 0.04% | 221 |
|