CGN Advisors’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 | $272K | Hold |
4,064
| – | – | 0.02% | 271 |
|
|
2025
Q1 | $246K | Buy |
+4,064
| New | +$246K | 0.02% | 275 |
|
|
2022
Q4 | – | Sell |
-6,864
| Closed | -$266K | – | 218 |
|
|
2022
Q3 | $266K | Sell |
6,864
-11
| -0.2% | -$426 | 0.07% | 200 |
|
|
2022
Q2 | $280K | Sell |
6,875
-14,170
| -67% | -$577K | 0.08% | 181 |
|
|
2022
Q1 | $1.03M | Sell |
21,045
-1,803
| -8% | -$88.4K | 0.26% | 86 |
|
|
2021
Q4 | $1.18M | Buy |
22,848
+3,304
| +17% | +$171K | 0.31% | 75 |
|
|
2021
Q3 | $922K | Hold |
19,544
| – | – | 0.3% | 74 |
|
|
2021
Q2 | $921K | Buy |
+19,544
| New | +$921K | 0.29% | 77 |
|