Whalen Wealth 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 | $321K | Buy |
4,790
+12
| +0.3% | +$804 | 0.2% | 133 |
|
|
2025
Q1 | $289K | Buy |
4,778
+11
| +0.2% | +$665 | 0.19% | 104 |
|
|
2024
Q4 | $304K | Buy |
4,767
+17
| +0.4% | +$1.08K | 0.21% | 95 |
|
|
2024
Q3 | $295K | Buy |
4,750
+12
| +0.3% | +$746 | 0.21% | 87 |
|
|
2024
Q2 | $279K | Buy |
4,738
+13
| +0.3% | +$765 | 0.22% | 81 |
|
|
2024
Q1 | $269K | Hold |
4,725
| – | – | 0.2% | 76 |
|
|
2023
Q4 | $245K | Buy |
+4,725
| New | +$245K | 0.22% | 95 |
|