DFA
DHJJ Financial Advisors’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
6,496
-597
| -8% | -$22.2K | 0.09% | 155 |
|
|
2025
Q1 | $244K | Sell |
7,093
-542
| -7% | -$18.7K | 0.1% | 143 |
|
|
2024
Q4 | $268K | Sell |
7,635
-240
| -3% | -$8.42K | 0.1% | 135 |
|
|
2024
Q3 | $272K | Sell |
7,875
-600
| -7% | -$20.7K | 0.11% | 131 |
|
|
2024
Q2 | $282K | Sell |
8,475
-465
| -5% | -$15.5K | 0.12% | 123 |
|
|
2024
Q1 | $292K | Sell |
8,940
-47
| -0.5% | -$1.53K | 0.13% | 113 |
|
|
2023
Q4 | $280K | Sell |
8,987
-498
| -5% | -$15.5K | 0.13% | 111 |
|
|
2023
Q3 | $279K | Sell |
9,485
-655
| -6% | -$19.2K | 0.14% | 107 |
|
|
2023
Q2 | $302K | Sell |
10,140
-46
| -0.5% | -$1.37K | 0.16% | 109 |
|
|
2023
Q1 | $287K | Sell |
10,186
-1,679
| -14% | -$47.2K | 0.16% | 111 |
|
|
2022
Q4 | $319K | Sell |
11,865
-40
| -0.3% | -$1.08K | 0.18% | 104 |
|
|
2022
Q3 | $307K | Buy |
+11,905
| New | +$307K | 0.18% | 100 |
|