Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8K | Buy |
803
+2
| +0.2% | +$136 | 0.01% | 223 |
|
|
2025
Q1 | $46.4K | Buy |
801
+541
| +208% | +$31.3K | 0.01% | 250 |
|
|
2024
Q4 | $17K | Buy |
260
+1
| +0.4% | +$65 | ﹤0.01% | 335 |
|
|
2024
Q3 | $16.3K | Buy |
259
+1
| +0.4% | +$63 | ﹤0.01% | 332 |
|
|
2024
Q2 | $14.5K | Hold |
258
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $14.4K | Sell |
258
-603
| -70% | -$33.6K | ﹤0.01% | 344 |
|
|
2023
Q4 | $44.6K | Hold |
861
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $40.1K | Hold |
861
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $41.5K | Buy |
+861
| New | +$41.5K | 0.02% | 272 |
|
|
2022
Q4 | $80.9K | Buy |
+1,913
| New | +$80.9K | 0.03% | 188 |
|