Visionary 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 | $608K | Hold |
9,070
| – | – | 0.03% | 330 |
|
|
2025
Q1 | $549K | Sell |
9,070
-481
| -5% | -$29.1K | 0.03% | 331 |
|
|
2024
Q4 | $609K | Hold |
9,551
| – | – | 0.04% | 323 |
|
|
2024
Q3 | $594K | Sell |
9,551
-836
| -8% | -$52K | 0.04% | 323 |
|
|
2024
Q2 | $611K | Hold |
10,387
| – | – | 0.04% | 299 |
|
|
2024
Q1 | $592K | Hold |
10,387
| – | – | 0.04% | 297 |
|
|
2023
Q4 | $538K | Hold |
10,387
| – | – | 0.04% | 302 |
|
|
2023
Q3 | $484K | Sell |
10,387
-375
| -3% | -$17.5K | 0.04% | 308 |
|
|
2023
Q2 | $518K | Hold |
10,762
| – | – | 0.04% | 292 |
|
|
2023
Q1 | $478K | Sell |
10,762
-135
| -1% | -$6K | 0.04% | 287 |
|
|
2022
Q4 | $453K | Buy |
+10,897
| New | +$453K | 0.04% | 254 |
|