Independent Advisor Alliance’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-81,238
| Closed | -$4.78M | – | 722 |
|
|
2024
Q2 | $4.78M | Sell |
81,238
-15,435
| -16% | -$908K | 0.16% | 107 |
|
|
2024
Q1 | $5.51M | Buy |
96,673
+5,250
| +6% | +$299K | 0.2% | 97 |
|
|
2023
Q4 | $4.74M | Buy |
91,423
+11,678
| +15% | +$605K | 0.17% | 104 |
|
|
2023
Q3 | $3.71M | Buy |
79,745
+44,462
| +126% | +$2.07M | 0.17% | 116 |
|
|
2023
Q2 | $1.7M | Buy |
35,283
+22,511
| +176% | +$1.08M | 0.07% | 222 |
|
|
2023
Q1 | $567K | Buy |
12,772
+1,593
| +14% | +$70.8K | 0.03% | 397 |
|
|
2022
Q4 | $465K | Buy |
+11,179
| New | +$465K | 0.16% | 81 |
|