CWM
Curi Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,116
| Closed | -$524K | – | 35 |
|
|
2023
Q4 | $524K | Buy |
10,116
+46
| +0.5% | +$2.38K | 0.07% | 85 |
|
|
2023
Q3 | $469K | Sell |
10,070
-10,754
| -52% | -$501K | 0.07% | 90 |
|
|
2023
Q2 | $1M | Buy |
20,824
+70
| +0.3% | +$3.37K | 0.14% | 67 |
|
|
2023
Q1 | $922K | Buy |
20,754
+64
| +0.3% | +$2.84K | 0.13% | 72 |
|
|
2022
Q4 | $861K | Buy |
20,690
+95
| +0.5% | +$3.95K | 0.12% | 93 |
|
|
2022
Q3 | $799K | Buy |
20,595
+81
| +0.4% | +$3.14K | 0.13% | 80 |
|
|
2022
Q2 | $836K | Buy |
20,514
+9,926
| +94% | +$405K | 0.16% | 53 |
|
|
2022
Q1 | $519K | Buy |
10,588
+24
| +0.2% | +$1.18K | 0.09% | 61 |
|
|
2021
Q4 | $546K | Buy |
10,564
+42
| +0.4% | +$2.17K | 0.09% | 65 |
|
|
2021
Q3 | $496K | Buy |
10,522
+28
| +0.3% | +$1.32K | 0.23% | 41 |
|
|
2021
Q2 | $494K | Buy |
+10,494
| New | +$494K | 0.25% | 42 |
|