Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $1M | Buy |
|
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|
2023
Q1 | $922K | Buy |
|
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|
2022
Q4 | $861K | Buy |
|
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|
2022
Q3 | $799K | Buy |
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|
2022
Q2 | $836K | Buy |
|
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $494K | Buy |
|