JNBA Financial Advisors’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 |
-130
| Closed | -$7.65K | – | 661 |
|
|
2024
Q2 | $7.65K | Hold |
130
| – | – | ﹤0.01% | 480 |
|
|
2024
Q1 | $7.41K | Sell |
130
-6
| -4% | -$342 | ﹤0.01% | 493 |
|
|
2023
Q4 | $7.05K | Sell |
136
-35
| -20% | -$1.81K | ﹤0.01% | 503 |
|
|
2023
Q3 | $7.96K | Sell |
171
-27
| -14% | -$1.26K | ﹤0.01% | 490 |
|
|
2023
Q2 | $9.54K | Sell |
198
-3
| -1% | -$144 | ﹤0.01% | 473 |
|
|
2023
Q1 | $8.93K | Sell |
201
-12
| -6% | -$533 | ﹤0.01% | 494 |
|
|
2022
Q4 | $8.86K | Sell |
213
-10
| -4% | -$416 | ﹤0.01% | 465 |
|
|
2022
Q3 | $9K | Sell |
223
-5
| -2% | -$202 | ﹤0.01% | 470 |
|
|
2022
Q2 | $9K | Sell |
228
-18
| -7% | -$711 | ﹤0.01% | 493 |
|
|
2022
Q1 | $12K | Sell |
246
-102
| -29% | -$4.98K | ﹤0.01% | 477 |
|
|
2021
Q4 | $18K | Hold |
348
| – | – | ﹤0.01% | 431 |
|
|
2021
Q3 | $16K | Sell |
348
-126
| -27% | -$5.79K | ﹤0.01% | 445 |
|
|
2021
Q2 | $22K | Buy |
+474
| New | +$22K | ﹤0.01% | 384 |
|