BlackDiamond Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
3,482
-32
| -0.9% | -$2.14K | 0.13% | 148 |
|
|
2025
Q1 | $215K | Sell |
3,514
-163
| -4% | -$9.97K | 0.15% | 144 |
|
|
2024
Q4 | $234K | Hold |
3,677
| – | – | 0.14% | 142 |
|
|
2024
Q3 | $240K | Sell |
3,677
-153
| -4% | -$9.97K | 0.14% | 145 |
|
|
2024
Q2 | $220K | Sell |
3,830
-207
| -5% | -$11.9K | 0.14% | 136 |
|
|
2024
Q1 | $230K | Sell |
4,037
-75
| -2% | -$4.27K | 0.16% | 133 |
|
|
2023
Q4 | $220K | Buy |
+4,112
| New | +$220K | 0.16% | 129 |
|
|
2023
Q3 | – | Sell |
-4,304
| Closed | -$213K | – | 129 |
|
|
2023
Q2 | $213K | Buy |
+4,304
| New | +$213K | 0.18% | 119 |
|
|
2023
Q1 | – | Sell |
-4,751
| Closed | -$202K | – | 118 |
|
|
2022
Q4 | $202K | Buy |
+4,751
| New | +$202K | 0.23% | 109 |
|