Cetera Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $587K | Buy |
10,302
+4,552
| +79% | +$259K | ﹤0.01% | 1502 |
|
2023
Q4 | $298K | Hold |
5,750
| – | – | ﹤0.01% | 1433 |
|
2023
Q3 | $268K | Buy |
+5,750
| New | +$268K | ﹤0.01% | 1379 |
|
2022
Q1 | – | Sell |
-15,257
| Closed | -$789K | – | 1432 |
|
2021
Q4 | $789K | Sell |
15,257
-229
| -1% | -$11.8K | 0.02% | 690 |
|
2021
Q3 | $730K | Hold |
15,486
| – | – | 0.01% | 718 |
|
2021
Q2 | $730K | Buy |
+15,486
| New | +$730K | 0.02% | 662 |
|