Cedar Brook Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,123
| Closed | -$291K | – | 108 |
|
|
2024
Q1 | $291K | Buy |
7,123
+10
| +0.1% | +$409 | 0.06% | 320 |
|
|
2023
Q4 | $262K | Sell |
7,113
-308
| -4% | -$11.3K | 0.06% | 328 |
|
|
2023
Q3 | $252K | Buy |
7,421
+188
| +3% | +$6.4K | 0.07% | 291 |
|
|
2023
Q2 | $250K | Buy |
7,233
+37
| +0.5% | +$1.28K | 0.06% | 326 |
|
|
2023
Q1 | $241K | Sell |
7,196
-97
| -1% | -$3.25K | 0.06% | 309 |
|
|
2022
Q4 | $244K | Buy |
7,293
+30
| +0.4% | +$1K | 0.07% | 302 |
|
|
2022
Q3 | $215K | Buy |
7,263
+38
| +0.5% | +$1.13K | 0.07% | 310 |
|
|
2022
Q2 | $228K | Buy |
+7,225
| New | +$228K | 0.07% | 300 |
|