Lynch & Associates’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
Q4 | – | Sell |
-3,257
| Closed | -$203K | – | 117 |
|
|
2024
Q3 | $203K | Sell |
3,257
-4,809
| -60% | -$299K | 0.04% | 116 |
|
|
2024
Q2 | $475K | Buy |
8,066
+927
| +13% | +$54.6K | 0.11% | 91 |
|
|
2024
Q1 | $407K | Buy |
7,139
+1,383
| +24% | +$78.8K | 0.09% | 98 |
|
|
2023
Q4 | $298K | Buy |
5,756
+586
| +11% | +$30.4K | 0.07% | 101 |
|
|
2023
Q3 | $241K | Buy |
+5,170
| New | +$241K | 0.06% | 103 |
|