Vance Wealth’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 | $330K | Buy |
4,919
+627
| +15% | +$42K | 0.11% | 87 |
|
2025
Q1 | $260K | Sell |
4,292
-28
| -0.6% | -$1.69K | 0.1% | 90 |
|
2024
Q4 | $275K | Sell |
4,320
-753
| -15% | -$48K | 0.11% | 81 |
|
2024
Q3 | $316K | Sell |
5,073
-131
| -3% | -$8.15K | 0.12% | 77 |
|
2024
Q2 | $306K | Sell |
5,204
-204
| -4% | -$12K | 0.13% | 74 |
|
2024
Q1 | $308K | Buy |
5,408
+225
| +4% | +$12.8K | 0.12% | 70 |
|
2023
Q4 | $269K | Buy |
+5,183
| New | +$269K | 0.12% | 69 |
|