Wealthspan Partners’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
Q2 | $814K | Sell |
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|
2025
Q1 | $740K | Hold |
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|
2024
Q4 | $780K | Hold |
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|
2024
Q3 | $761K | Buy |
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|
2024
Q2 | $710K | Hold |
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|
2024
Q1 | $687K | Hold |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $561K | Hold |
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|
2023
Q2 | $581K | Hold |
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|
2023
Q1 | $536K | Hold |
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|
2022
Q4 | $502K | Buy |
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