Wealth Enhancement Advisory Services’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
2026
Q1
$72.4M Sell
1,028,531
-547,524
-35% -$40.6M 0.16% 124
2025
Q4
$119M Sell
1,576,055
-22,427
-1% -$1.65M 0.16% 111
2025
Q3
$116M Sell
1,598,482
-36,208
-2% -$2.52M 0.18% 114
2025
Q2
$111M Buy
1,634,690
+27,605
+2% +$1.71M 0.18% 108
2025
Q1
$97.2M Sell
1,607,085
-27,289
-2% -$1.74M 0.19% 106
2024
Q4
$104M Sell
1,634,374
-3,156
-0.2% -$202K 0.2% 102
2024
Q3
$102M Buy
1,637,530
+1,085
+0.1% +$65K 0.22% 94
2024
Q2
$96.3M Buy
1,636,445
+207,165
+14% +$11.8M 0.23% 91
2024
Q1
$81.4M Sell
1,429,280
-19,675
-1% -$1.07M 0.21% 102
2023
Q4
$75.1M Sell
1,448,955
-7,008
-0.5% -$339K 0.22% 103
2023
Q3
$67.8M Buy
1,455,963
+1,435,323
+6,954% +$69.4M 0.22% 98
2023
Q2
$994K Sell
20,640
-26,386
-56% -$1.2M 0.01% 263
2023
Q1
$2.09M Buy
47,026
+16,323
+53% +$709K 0.02% 212
2022
Q4
$1.34M Buy
30,703
+8,478
+38% +$354K 0.02% 201
2022
Q3
$878K Buy
22,225
+11,077
+99% +$476K 0.01% 243
2022
Q2
$468K Buy
11,148
+5,717
+105% +$253K 0.01% 282
2022
Q1
$269K Buy
5,431
+12
+0.2% +$580 ﹤0.01% 290
2021
Q4
$264K Buy
+5,419
New +$272K ﹤0.01% 279

Other funds holding DFUS