DFA
DHJJ Financial Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Buy |
67,580
+4,157
| +7% | +$408K | 2.4% | 9 |
|
|
2025
Q1 | $5.81M | Buy |
63,423
+2,801
| +5% | +$256K | 2.34% | 10 |
|
|
2024
Q4 | $5.97M | Buy |
60,622
+5,635
| +10% | +$555K | 2.33% | 9 |
|
|
2024
Q3 | $5.64M | Buy |
54,987
+3,374
| +7% | +$346K | 2.23% | 10 |
|
|
2024
Q2 | $5.01M | Buy |
+51,613
| New | +$5.01M | 2.11% | 11 |
|