Vestia Personal Wealth 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
$4.44M Buy
66,176
+54
+0.1% +$3.62K 3.04% 10
2025
Q1
$4M Sell
66,122
-11
-0% -$665 3.16% 9
2024
Q4
$4.22M Buy
66,133
+447
+0.7% +$28.5K 3.47% 8
2024
Q3
$4.09M Buy
65,686
+1,534
+2% +$95.4K 3.85% 7
2024
Q2
$3.78M Buy
+64,152
New +$3.78M 4.03% 7