Wealthspire Advisors (New York)’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	$12.4M	Buy	175,413 +264	+0.2%	+$19.6K	0.1%	99
2025 Q4	$13M	Sell	175,149 -8,959	-5%	-$658K	0.1%	96
2025 Q3	$13.3M	Buy	184,108 +2,656	+1%	+$185K	0.07%	101
2025 Q2	$12.2M	Buy	181,452 +1,457	+0.8%	+$90.2K	0.07%	100
2025 Q1	$10.9M	Sell	179,995 -1,866	-1%	-$119K	0.07%	106
2024 Q4	$11.6M	Sell	181,861 -4,386	-2%	-$281K	0.12%	88
2024 Q3	$11.6M	Buy	186,247 +171,182	+1,136%	+$10.2M	0.12%	90
2024 Q2	$887K	Buy	15,065 +830	+6%	+$47.2K	0.01%	333
2024 Q1	$811K	Buy	14,235 +890	+7%	+$48.2K	0.01%	343
2023 Q4	$692K	Hold	13,345	–	–	0.01%	370
2023 Q3	$621K	Buy	13,345 +8,809	+194%	+$426K	0.01%	353
2023 Q2	$218K	Sell	4,536 -448	-9%	-$20.4K	﹤0.01%	512
2023 Q1	$221K	Sell	4,984 -1,589	-24%	-$69K	﹤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%	+$61.3K	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	+$247K	0.01%	322