CPC
Consolidated Planning Corp’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
65,654
-4,486
| -6% | -$301K | 0.55% | 62 |
|
|
2025
Q1 | $4.24M | Sell |
70,140
-26,396
| -27% | -$1.6M | 0.58% | 59 |
|
|
2024
Q4 | $6.15M | Sell |
96,536
-2,417
| -2% | -$154K | 0.84% | 37 |
|
|
2024
Q3 | $6.15M | Sell |
98,953
-13,103
| -12% | -$815K | 0.92% | 35 |
|
|
2024
Q2 | $6.59M | Sell |
112,056
-7,442
| -6% | -$438K | 1.09% | 27 |
|
|
2024
Q1 | $6.81M | Sell |
119,498
-37,652
| -24% | -$2.15M | 1.16% | 24 |
|
|
2023
Q4 | $8.15M | Sell |
157,150
-329
| -0.2% | -$17.1K | 1.52% | 17 |
|
|
2023
Q3 | $7.33M | Sell |
157,479
-1,853
| -1% | -$86.3K | 1.62% | 14 |
|
|
2023
Q2 | $7.67M | Sell |
159,332
-2,083
| -1% | -$100K | 1.62% | 14 |
|
|
2023
Q1 | $7.17M | Sell |
161,415
-4,957
| -3% | -$220K | 1.86% | 11 |
|
|
2022
Q4 | $6.92M | Buy |
+166,372
| New | +$6.92M | 1.92% | 12 |
|