Waverly 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 | $4.15M | Sell |
61,928
-292
| -0.5% | -$19.6K | 0.05% | 339 |
|
|
2025
Q1 | $3.76M | Buy |
62,220
+4,075
| +7% | +$246K | 0.05% | 347 |
|
|
2024
Q4 | $3.71M | Buy |
58,145
+37
| +0.1% | +$2.36K | 0.06% | 262 |
|
|
2024
Q3 | $3.61M | Buy |
58,108
+26
| +0% | +$1.62K | 0.07% | 236 |
|
|
2024
Q2 | $3.42M | Buy |
58,082
+940
| +2% | +$55.3K | 0.07% | 235 |
|
|
2024
Q1 | $3.26M | Buy |
57,142
+275
| +0.5% | +$15.7K | 0.08% | 196 |
|
|
2023
Q4 | $2.95M | Buy |
56,867
+46
| +0.1% | +$2.38K | 0.11% | 116 |
|
|
2023
Q3 | $2.65M | Buy |
56,821
+1,296
| +2% | +$60.3K | 0.12% | 113 |
|
|
2023
Q2 | $2.67M | Buy |
55,525
+45,315
| +444% | +$2.18M | 0.12% | 112 |
|
|
2023
Q1 | $454K | Buy |
10,210
+32
| +0.3% | +$1.42K | 0.02% | 201 |
|
|
2022
Q4 | $424K | Buy |
10,178
+46
| +0.5% | +$1.91K | 0.02% | 191 |
|
|
2022
Q3 | $393K | Buy |
+10,132
| New | +$393K | 0.03% | 176 |
|