Waverly 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 | $4.49M | Buy |
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|
2025
Q2 | $4.15M | Sell |
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|
2025
Q1 | $3.76M | Buy |
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|
2024
Q4 | $3.71M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.42M | Buy |
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|
2024
Q1 | $3.26M | Buy |
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|
2023
Q4 | $2.95M | Buy |
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|
2023
Q3 | $2.65M | Buy |
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|
2023
Q2 | $2.67M | Buy |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $393K | Buy |
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