Winthrop Advisory Group’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	$1.99M	Buy	28,069 +22	+0.1%	+$1.63K	0.16%	55
2025 Q4	$2.08M	Buy	28,047 +154	+0.6%	+$11.3K	0.18%	53
2025 Q3	$2.02M	Buy	27,893 +383	+1%	+$26.7K	0.18%	51
2025 Q2	$1.84M	Buy	27,510 +22	+0.1%	+$1.36K	0.18%	51
2025 Q1	$1.66M	Buy	27,488 +18	+0.1%	+$1.15K	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%	+$1.2K	0.21%	43
2024 Q2	$1.61M	Buy	27,422 +22	+0.1%	+$1.25K	0.22%	45
2024 Q1	$1.56M	Buy	27,400 +17	+0.1%	+$920	0.23%	44
2023 Q4	$1.42M	Buy	27,383 +34	+0.1%	+$1.65K	0.22%	45
2023 Q3	$1.27M	Buy	27,349 +27	+0.1%	+$1.31K	0.21%	45
2023 Q2	$1.32M	Buy	27,322 +49	+0.2%	+$2.23K	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%	+$1.25K	0.23%	43
2022 Q2	$1.11M	Buy	27,209 +28	+0.1%	+$1.24K	0.26%	41
2022 Q1	$1.33M	Buy	27,181 +17	+0.1%	+$822	0.28%	37
2021 Q4	$1.4M	Sell	27,164 -70	-0.3%	-$3.52K	0.28%	37
2021 Q3	$1.28M	Buy	27,234 +20	+0.1%	+$968	0.29%	39
2021 Q2	$1.28M	Buy	+27,214	New	+$1.27M	0.29%	35