Whittier Trust’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
Q1 | – | Sell |
-2,141
| Closed | -$136K | – | 1506 |
|
|
2024
Q4 | $136K | Hold |
2,141
| – | – | ﹤0.01% | 724 |
|
|
2024
Q3 | $133K | Hold |
2,141
| – | – | ﹤0.01% | 737 |
|
|
2024
Q2 | $126K | Hold |
2,141
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $122K | Sell |
2,141
-4,518
| -68% | -$257K | ﹤0.01% | 751 |
|
|
2023
Q4 | $345K | Hold |
6,659
| – | – | 0.01% | 548 |
|
|
2023
Q3 | $310K | Hold |
6,659
| – | – | 0.01% | 554 |
|
|
2023
Q2 | $321K | Hold |
6,659
| – | – | 0.01% | 545 |
|
|
2023
Q1 | $296K | Hold |
6,659
| – | – | 0.01% | 576 |
|
|
2022
Q4 | $277K | Hold |
6,659
| – | – | 0.01% | 575 |
|
|
2022
Q3 | $258K | Hold |
6,659
| – | – | 0.01% | 574 |
|
|
2022
Q2 | $271K | Hold |
6,659
| – | – | 0.01% | 570 |
|
|
2022
Q1 | $326K | Hold |
6,659
| – | – | 0.01% | 572 |
|
|
2021
Q4 | $344K | Hold |
6,659
| – | – | 0.01% | 562 |
|
|
2021
Q3 | $314K | Hold |
6,659
| – | – | 0.01% | 555 |
|
|
2021
Q2 | $314K | Buy |
+6,659
| New | +$314K | 0.01% | 561 |
|