Consolidated Planning Corp’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
Q2 | $4.4M | Sell |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $6.15M | Sell |
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|
2024
Q3 | $6.15M | Sell |
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|
2024
Q2 | $6.59M | Sell |
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|
2024
Q1 | $6.81M | Sell |
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|
2023
Q4 | $8.15M | Sell |
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|
2023
Q3 | $7.33M | Sell |
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|
2023
Q2 | $7.67M | Sell |
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|
2023
Q1 | $7.17M | Sell |
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|
2022
Q4 | $6.92M | Buy |
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