Websterrogers Financial Advisors’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
Q3 | $4M | Sell |
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|
2025
Q2 | $3.77M | Sell |
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|
2025
Q1 | $3.41M | Sell |
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|
2024
Q4 | $3.68M | Sell |
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|
2024
Q3 | $3.61M | Sell |
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|
2024
Q2 | $3.44M | Buy |
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|
2024
Q1 | $3.32M | Sell |
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|
2023
Q4 | $3.06M | Sell |
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|
2023
Q3 | $2.75M | Sell |
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|
2023
Q2 | $3.19M | Sell |
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|
2023
Q1 | $3.1M | Sell |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $3.54M | Buy |
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|
2022
Q1 | $3.56M | Sell |
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|
2021
Q4 | $6.04M | Sell |
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|
2021
Q3 | $6.26M | Sell |
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|
2021
Q2 | $6.25M | Buy |
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