DFA
DHJJ Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
9,977
-795
| -7% | -$19.5K | 0.09% | 154 |
|
|
2025
Q1 | $254K | Buy |
10,772
+205
| +2% | +$4.84K | 0.1% | 138 |
|
|
2024
Q4 | $250K | Buy |
10,567
+6,743
| +176% | +$160K | 0.1% | 143 |
|
|
2024
Q3 | $274K | Buy |
3,824
+18
| +0.5% | +$1.29K | 0.11% | 129 |
|
|
2024
Q2 | $255K | Hold |
3,806
| – | – | 0.11% | 131 |
|
|
2024
Q1 | $256K | Sell |
3,806
-43
| -1% | -$2.9K | 0.11% | 125 |
|
|
2023
Q4 | $238K | Sell |
3,849
-248
| -6% | -$15.4K | 0.11% | 124 |
|
|
2023
Q3 | $229K | Sell |
4,097
-7
| -0.2% | -$392 | 0.12% | 120 |
|
|
2023
Q2 | $236K | Sell |
4,104
-268
| -6% | -$15.4K | 0.12% | 124 |
|
|
2023
Q1 | $240K | Buy |
4,372
+3
| +0.1% | +$165 | 0.13% | 124 |
|
|
2022
Q4 | $233K | Buy |
4,369
+4
| +0.1% | +$214 | 0.13% | 125 |
|
|
2022
Q3 | $208K | Buy |
4,365
+3
| +0.1% | +$143 | 0.12% | 124 |
|
|
2022
Q2 | $222K | Buy |
4,362
+14
| +0.3% | +$713 | 0.12% | 123 |
|
|
2022
Q1 | $255K | Buy |
4,348
+37
| +0.9% | +$2.17K | 0.12% | 117 |
|
|
2021
Q4 | $253K | Buy |
4,311
+3
| +0.1% | +$176 | 0.12% | 119 |
|
|
2021
Q3 | $232K | Sell |
4,308
-19
| -0.4% | -$1.02K | 0.12% | 114 |
|
|
2021
Q2 | $237K | Sell |
4,327
-43
| -1% | -$2.36K | 0.13% | 106 |
|
|
2021
Q1 | $223K | Buy |
+4,370
| New | +$223K | 0.13% | 101 |
|