Zhang Financial’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	$180M	Buy	2,533,557 +115,694	+5%	+$8.57M	6.21%	3
2025 Q4	$179M	Buy	2,417,863 +14,494	+0.6%	+$1.06M	6.69%	3
2025 Q3	$174M	Buy	2,403,369 +6,566	+0.3%	+$457K	7.07%	3
2025 Q2	$161M	Sell	2,396,803 -110,040	-4%	-$6.81M	7.41%	3
2025 Q1	$152M	Buy	2,506,843 +137,438	+6%	+$8.78M	8.02%	1
2024 Q4	$151M	Buy	2,369,405 +275,379	+13%	+$17.7M	8.65%	1
2024 Q3	$130M	Buy	2,094,026 +217,976	+12%	+$13.1M	8.22%	3
2024 Q2	$110M	Buy	1,876,050 +235,289	+14%	+$13.4M	7.72%	3
2024 Q1	$93.5M	Buy	1,640,761 +250,913	+18%	+$13.6M	6.93%	3
2023 Q4	$72M	Buy	1,389,848 +247,763	+22%	+$12M	6.19%	4
2023 Q3	$53.2M	Buy	1,142,085 +253,724	+29%	+$12.3M	5.4%	4
2023 Q2	$42.8M	Buy	888,361 +237,872	+37%	+$10.8M	4.39%	5
2023 Q1	$28.9M	Buy	650,489 +150,978	+30%	+$6.56M	3.3%	9
2022 Q4	$20.8M	Buy	499,511 +464,483	+1,326%	+$19.4M	2.65%	9
2022 Q3	$1.36M	Buy	+35,028	New	+$1.51M	0.21%	61
2021 Q4	–	Sell	-4,685	Closed	-$221K	–	209
2021 Q3	$221K	Sell	4,685 -2,156	-32%	-$104K	0.05%	148
2021 Q2	$322K	Buy	+6,841	New	+$319K	0.08%	99