Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,230
| Closed | -$1.17M | – | 241 |
|
|
2023
Q2 | $1.17M | Hold |
24,230
| – | – | 0.09% | 157 |
|
|
2023
Q1 | $1.08M | Hold |
24,230
| – | – | 0.09% | 168 |
|
|
2022
Q4 | $1.01M | Hold |
24,230
| – | – | 0.09% | 162 |
|
|
2022
Q3 | $941K | Hold |
24,230
| – | – | 0.09% | 159 |
|
|
2022
Q2 | $987K | Hold |
24,230
| – | – | 0.09% | 154 |
|
|
2022
Q1 | $1.19M | Hold |
24,230
| – | – | 0.1% | 143 |
|
|
2021
Q4 | $1.25M | Hold |
24,230
| – | – | 0.1% | 134 |
|
|
2021
Q3 | $1.14M | Hold |
24,230
| – | – | 0.1% | 135 |
|
|
2021
Q2 | $1.14M | Buy |
+24,230
| New | +$1.14M | 0.1% | 136 |
|