Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $375K | Sell |
9,004
-1,504
| -14% | -$62.6K | 0.04% | 432 |
|
|
2022
Q3 | $408K | Buy |
10,508
+22
| +0.2% | +$854 | 0.04% | 390 |
|
|
2022
Q2 | $427K | Buy |
10,486
+21
| +0.2% | +$855 | 0.04% | 396 |
|
|
2022
Q1 | $513K | Sell |
10,465
-320
| -3% | -$15.7K | 0.04% | 399 |
|
|
2021
Q4 | $558K | Buy |
10,785
+5,632
| +109% | +$291K | 0.04% | 412 |
|
|
2021
Q3 | $243K | Hold |
5,153
| – | – | 0.04% | 391 |
|
|
2021
Q2 | $243K | Buy |
+5,153
| New | +$243K | 0.03% | 452 |
|