WestHill 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 | $1.07M | Sell |
|
|||||
|
2025
Q2 | $986K | Hold |
|
|||||
|
2025
Q1 | $890K | Sell |
|
|||||
|
2024
Q4 | $948K | Hold |
|
|||||
|
2024
Q3 | $925K | Sell |
|
|||||
|
2024
Q2 | $876K | Hold |
|
|||||
|
2024
Q1 | $848K | Sell |
|
|||||
|
2023
Q4 | $779K | Hold |
|
|||||
|
2023
Q3 | $700K | Hold |
|
|||||
|
2023
Q2 | $724K | Sell |
|
|||||
|
2023
Q1 | $670K | Sell |
|
|||||
|
2022
Q4 | $648K | Buy |
|
|||||
|
2022
Q3 | $585K | Hold |
|
|||||
|
2022
Q2 | $615K | Hold |
|
|||||
|
2022
Q1 | $739K | Sell |
|
|||||
|
2021
Q4 | $781K | Hold |
|
|||||
|
2021
Q3 | $712K | Buy |
|