Brighton Jones LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,498
| Closed | -$206K | – | 601 |
|
|
2024
Q2 | $206K | Sell |
3,498
-509
| -13% | -$30K | 0.01% | 572 |
|
|
2024
Q1 | $228K | Buy |
4,007
+9
| +0.2% | +$513 | 0.01% | 535 |
|
|
2023
Q4 | $207K | Buy |
+3,998
| New | +$207K | 0.01% | 539 |
|
|
2023
Q3 | – | Sell |
-9,108
| Closed | -$439K | – | 552 |
|
|
2023
Q2 | $439K | Buy |
9,108
+7
| +0.1% | +$337 | 0.02% | 312 |
|
|
2023
Q1 | $404K | Buy |
9,101
+6
| +0.1% | +$267 | 0.02% | 324 |
|
|
2022
Q4 | $378K | Sell |
9,095
-13,772
| -60% | -$573K | 0.02% | 289 |
|
|
2022
Q3 | $888K | Buy |
+22,867
| New | +$888K | 0.05% | 170 |
|