Westmount Partners’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 | $306K | Hold |
4,561
| – | – | 0.08% | 191 |
|
2025
Q1 | $276K | Hold |
4,561
| – | – | 0.08% | 193 |
|
2024
Q4 | $291K | Hold |
4,561
| – | – | 0.09% | 175 |
|
2024
Q3 | $284K | Hold |
4,561
| – | – | 0.09% | 171 |
|
2024
Q2 | $269K | Hold |
4,561
| – | – | 0.09% | 170 |
|
2024
Q1 | $260K | Hold |
4,561
| – | – | 0.09% | 176 |
|
2023
Q4 | $236K | Hold |
4,561
| – | – | 0.1% | 169 |
|
2023
Q3 | $212K | Hold |
4,561
| – | – | 0.09% | 175 |
|
2023
Q2 | $220K | Hold |
4,561
| – | – | 0.1% | 163 |
|
2023
Q1 | $203K | Buy |
+4,561
| New | +$203K | 0.09% | 169 |
|