Cassady Schiller Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.05M | Hold |
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|
2024
Q3 | $2M | Hold |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $2.19M | Hold |
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|
2023
Q3 | $1.96M | Hold |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $1.88M | Hold |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.28M | Buy |
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