Waypoint Wealth Counsel’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 | $697K | Hold |
10,394
| – | – | 0.35% | 48 |
|
|
2025
Q1 | $629K | Hold |
10,394
| – | – | 0.39% | 45 |
|
|
2024
Q4 | $663K | Hold |
10,394
| – | – | 0.43% | 44 |
|
|
2024
Q3 | $647K | Buy |
10,394
+5,197
| +100% | +$323K | 0.44% | 46 |
|
|
2024
Q2 | $306K | Hold |
5,197
| – | – | 0.23% | 62 |
|
|
2024
Q1 | $296K | Hold |
5,197
| – | – | 0.23% | 72 |
|
|
2023
Q4 | $269K | Hold |
5,197
| – | – | 0.23% | 78 |
|
|
2023
Q3 | $242K | Hold |
5,197
| – | – | 0.23% | 75 |
|
|
2023
Q2 | $250K | Hold |
5,197
| – | – | 0.22% | 73 |
|
|
2023
Q1 | $231K | Hold |
5,197
| – | – | 0.18% | 80 |
|
|
2022
Q4 | $216K | Buy |
+5,197
| New | +$216K | 0.17% | 87 |
|