Concourse Financial Group Securities’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $85.8K | Sell |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $379K | Hold |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $628K | Sell |
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|
2021
Q3 | $608K | Sell |
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|
2021
Q2 | $635K | Buy |
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