Barnes Pettey Financial 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
2023
Q3
Sell
-4,305
Closed -$207K 95
2023
Q2
$207K Buy
+4,305
New +$207K 0.18% 97
2022
Q2
Sell
-4,305
Closed -$211K 90
2022
Q1
$211K Hold
4,305
0.26% 85
2021
Q4
$223K Buy
+4,305
New +$223K 0.26% 83