Columbia Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,216
| Closed | -$478K | – | 57 |
|
|
2023
Q4 | $478K | Hold |
9,216
| – | – | 0.49% | 29 |
|
|
2023
Q3 | $429K | Buy |
9,216
+202
| +2% | +$9.4K | 0.47% | 34 |
|
|
2023
Q2 | $434K | Sell |
9,014
-5,761
| -39% | -$277K | 0.46% | 33 |
|
|
2023
Q1 | $656K | Hold |
14,775
| – | – | 0.62% | 27 |
|
|
2022
Q4 | $615K | Buy |
+14,775
| New | +$615K | 0.59% | 20 |
|