Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,827
| Closed | -$849K | – | 594 |
|
|
2022
Q2 | $849K | Buy |
20,827
+24
| +0.1% | +$978 | 0.09% | 172 |
|
|
2022
Q1 | $1.02M | Buy |
20,803
+23
| +0.1% | +$1.13K | 0.09% | 177 |
|
|
2021
Q4 | $1.08M | Sell |
20,780
-948
| -4% | -$49.3K | 0.09% | 179 |
|
|
2021
Q3 | $1.03M | Sell |
21,728
-303
| -1% | -$14.3K | 0.11% | 166 |
|
|
2021
Q2 | $1.04M | Buy |
+22,031
| New | +$1.04M | 0.15% | 135 |
|