ZF
Zhang Financial’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Sell |
2,396,803
-110,040
| -4% | -$7.37M | 7.41% | 3 |
|
|
2025
Q1 | $152M | Buy |
2,506,843
+137,438
| +6% | +$8.31M | 8.02% | 1 |
|
|
2024
Q4 | $151M | Buy |
2,369,405
+275,379
| +13% | +$17.6M | 8.65% | 1 |
|
|
2024
Q3 | $130M | Buy |
2,094,026
+217,976
| +12% | +$13.6M | 8.22% | 3 |
|
|
2024
Q2 | $110M | Buy |
1,876,050
+235,289
| +14% | +$13.8M | 7.72% | 3 |
|
|
2024
Q1 | $93.5M | Buy |
1,640,761
+250,913
| +18% | +$14.3M | 6.93% | 3 |
|
|
2023
Q4 | $72M | Buy |
1,389,848
+247,763
| +22% | +$12.8M | 6.19% | 4 |
|
|
2023
Q3 | $53.2M | Buy |
1,142,085
+253,724
| +29% | +$11.8M | 5.4% | 4 |
|
|
2023
Q2 | $42.8M | Buy |
888,361
+237,872
| +37% | +$11.5M | 4.39% | 5 |
|
|
2023
Q1 | $28.9M | Buy |
650,489
+150,978
| +30% | +$6.71M | 3.3% | 9 |
|
|
2022
Q4 | $20.8M | Buy |
499,511
+464,483
| +1,326% | +$19.3M | 2.65% | 9 |
|
|
2022
Q3 | $1.36M | Buy |
+35,028
| New | +$1.36M | 0.21% | 61 |
|
|
2021
Q4 | – | Sell |
-4,685
| Closed | -$221K | – | 209 |
|
|
2021
Q3 | $221K | Sell |
4,685
-2,156
| -32% | -$102K | 0.05% | 148 |
|
|
2021
Q2 | $322K | Buy |
+6,841
| New | +$322K | 0.08% | 99 |
|