Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $923K | Buy |
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|
2024
Q4 | $968K | Hold |
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|
2024
Q3 | $944K | Buy |
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|
2024
Q2 | $866K | Hold |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $668K | Buy |
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|
2023
Q2 | $617K | Hold |
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|
2023
Q1 | $569K | Hold |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $498K | Hold |
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|
2022
Q2 | $522K | Hold |
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|
2022
Q1 | $628K | Hold |
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|
2021
Q4 | $663K | Hold |
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|
2021
Q3 | $604K | Hold |
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|
2021
Q2 | $604K | Buy |
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