Winthrop Advisory Group’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 | $1.84M | Buy |
27,510
+22
| +0.1% | +$1.47K | 0.18% | 51 |
|
|
2025
Q1 | $1.66M | Buy |
27,488
+18
| +0.1% | +$1.09K | 0.2% | 45 |
|
|
2024
Q4 | $1.75M | Buy |
27,470
+28
| +0.1% | +$1.79K | 0.21% | 43 |
|
|
2024
Q3 | $1.71M | Buy |
27,442
+20
| +0.1% | +$1.24K | 0.21% | 43 |
|
|
2024
Q2 | $1.61M | Buy |
27,422
+22
| +0.1% | +$1.3K | 0.22% | 45 |
|
|
2024
Q1 | $1.56M | Buy |
27,400
+17
| +0.1% | +$969 | 0.23% | 44 |
|
|
2023
Q4 | $1.42M | Buy |
27,383
+34
| +0.1% | +$1.76K | 0.22% | 45 |
|
|
2023
Q3 | $1.27M | Buy |
27,349
+27
| +0.1% | +$1.26K | 0.21% | 45 |
|
|
2023
Q2 | $1.32M | Buy |
27,322
+49
| +0.2% | +$2.36K | 0.21% | 46 |
|
|
2023
Q1 | $1.21M | Hold |
27,273
| – | – | 0.21% | 47 |
|
|
2022
Q4 | $1.13M | Buy |
27,273
+35
| +0.1% | +$1.46K | 0.22% | 49 |
|
|
2022
Q3 | $1.06M | Buy |
27,238
+29
| +0.1% | +$1.13K | 0.23% | 43 |
|
|
2022
Q2 | $1.11M | Buy |
27,209
+28
| +0.1% | +$1.14K | 0.26% | 41 |
|
|
2022
Q1 | $1.33M | Buy |
27,181
+17
| +0.1% | +$833 | 0.28% | 37 |
|
|
2021
Q4 | $1.4M | Sell |
27,164
-70
| -0.3% | -$3.62K | 0.28% | 37 |
|
|
2021
Q3 | $1.28M | Buy |
27,234
+20
| +0.1% | +$943 | 0.29% | 39 |
|
|
2021
Q2 | $1.28M | Buy |
+27,214
| New | +$1.28M | 0.29% | 35 |
|