Wealthspire Advisors (New York)’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 | $12.2M | Buy |
181,452
+1,457
| +0.8% | +$97.6K | 0.07% | 100 |
|
|
2025
Q1 | $10.9M | Sell |
179,995
-1,866
| -1% | -$113K | 0.07% | 106 |
|
|
2024
Q4 | $11.6M | Sell |
181,861
-4,386
| -2% | -$280K | 0.12% | 88 |
|
|
2024
Q3 | $11.6M | Buy |
186,247
+171,182
| +1,136% | +$10.6M | 0.12% | 90 |
|
|
2024
Q2 | $887K | Buy |
15,065
+830
| +6% | +$48.8K | 0.01% | 333 |
|
|
2024
Q1 | $811K | Buy |
14,235
+890
| +7% | +$50.7K | 0.01% | 343 |
|
|
2023
Q4 | $692K | Hold |
13,345
| – | – | 0.01% | 370 |
|
|
2023
Q3 | $621K | Buy |
13,345
+8,809
| +194% | +$410K | 0.01% | 353 |
|
|
2023
Q2 | $218K | Sell |
4,536
-448
| -9% | -$21.6K | ﹤0.01% | 512 |
|
|
2023
Q1 | $221K | Sell |
4,984
-1,589
| -24% | -$70.6K | ﹤0.01% | 488 |
|
|
2022
Q4 | $274K | Hold |
6,573
| – | – | 0.01% | 474 |
|
|
2022
Q3 | $255K | Hold |
6,573
| – | – | 0.01% | 440 |
|
|
2022
Q2 | $268K | Hold |
6,573
| – | – | 0.01% | 420 |
|
|
2022
Q1 | $322K | Buy |
6,573
+1,268
| +24% | +$62.1K | 0.01% | 340 |
|
|
2021
Q4 | $274K | Hold |
5,305
| – | – | 0.01% | 439 |
|
|
2021
Q3 | $250K | Hold |
5,305
| – | – | 0.01% | 496 |
|
|
2021
Q2 | $250K | Buy |
+5,305
| New | +$250K | 0.01% | 322 |
|