Yardley 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
$8.06M Buy
120,217
+2,548
+2% +$171K 4.41% 10
2025
Q1
$7.12M Sell
117,669
-18,038
-13% -$1.09M 4.19% 10
2024
Q4
$8.62M Buy
135,707
+19,467
+17% +$1.24M 4.19% 9
2024
Q3
$7.23M Buy
+116,240
New +$7.23M 4.29% 10