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
2026 Q1	$1.01M	Sell	14,223 -479	-3%	-$35.5K	0.19%	32
2025 Q4	$1.09M	Hold	14,702	–	–	0.21%	30
2025 Q3	$1.07M	Sell	14,702 -15	-0.1%	-$1.04K	0.21%	29
2025 Q2	$986K	Hold	14,717	–	–	0.21%	30
2025 Q1	$890K	Sell	14,717 -153	-1%	-$9.78K	0.2%	31
2024 Q4	$948K	Hold	14,870	–	–	0.21%	30
2024 Q3	$925K	Sell	14,870 -17	-0.1%	-$1.02K	0.21%	30
2024 Q2	$876K	Hold	14,887	–	–	0.21%	29
2024 Q1	$848K	Sell	14,887 -150	-1%	-$8.12K	0.21%	28
2023 Q4	$779K	Hold	15,037	–	–	0.21%	28
2023 Q3	$700K	Hold	15,037	–	–	0.2%	27
2023 Q2	$724K	Sell	15,037 -45	-0.3%	-$2.05K	0.2%	28
2023 Q1	$670K	Sell	15,082 -482	-3%	-$20.9K	0.2%	28
2022 Q4	$648K	Buy	15,564 +482	+3%	+$20.2K	0.21%	29
2022 Q3	$585K	Hold	15,082	–	–	0.2%	29
2022 Q2	$615K	Hold	15,082	–	–	0.2%	29
2022 Q1	$739K	Sell	15,082 -20	-0.1%	-$967	0.21%	29
2021 Q4	$781K	Hold	15,102	–	–	0.22%	30
2021 Q3	$712K	Buy	+15,102	New	+$731K	0.22%	28