Weatherly Asset Management’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 | $311K | Hold |
4,643
| – | – | 0.03% | 151 |
|
|
2025
Q1 | $281K | Hold |
4,643
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $296K | Hold |
4,643
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $289K | Hold |
4,643
| – | – | 0.03% | 156 |
|
|
2024
Q2 | $273K | Hold |
4,643
| – | – | 0.03% | 152 |
|
|
2024
Q1 | $265K | Hold |
4,643
| – | – | 0.03% | 157 |
|
|
2023
Q4 | $241K | Hold |
4,643
| – | – | 0.03% | 159 |
|
|
2023
Q3 | $216K | Hold |
4,643
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $224K | Hold |
4,643
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $206K | Buy |
+4,643
| New | +$206K | 0.03% | 172 |
|
|
2022
Q2 | – | Sell |
-4,643
| Closed | -$228K | – | 186 |
|
|
2022
Q1 | $228K | Hold |
4,643
| – | – | 0.03% | 188 |
|
|
2021
Q4 | $240K | Hold |
4,643
| – | – | 0.03% | 183 |
|
|
2021
Q3 | $219K | Hold |
4,643
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $219K | Buy |
+4,643
| New | +$219K | 0.03% | 191 |
|