CIBC Private Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
3,790
-734
| -16% | -$49.2K | ﹤0.01% | 1026 |
|
|
2025
Q1 | $243K | Sell |
4,524
-756
| -14% | -$40.6K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $339K | Sell |
5,280
-2,336
| -31% | -$150K | ﹤0.01% | 978 |
|
|
2024
Q3 | $474K | Sell |
7,616
-1,255
| -14% | -$78.1K | ﹤0.01% | 890 |
|
|
2024
Q2 | $532K | Sell |
8,871
-259
| -3% | -$15.5K | ﹤0.01% | 807 |
|
|
2024
Q1 | $520K | Buy |
9,130
+1,540
| +20% | +$87.6K | ﹤0.01% | 828 |
|
|
2023
Q4 | $393K | Hold |
7,590
| – | – | ﹤0.01% | 856 |
|
|
2023
Q3 | $353K | Buy |
+7,590
| New | +$353K | ﹤0.01% | 839 |
|