Merriman Wealth Management’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 | $1.33M | Sell |
20,903
-1,742
| -8% | -$111K | 0.06% | 73 |
|
|
2024
Q3 | $1.41M | Sell |
22,645
-490
| -2% | -$30.5K | 0.06% | 85 |
|
|
2024
Q2 | $1.36M | Sell |
23,135
-1,599
| -6% | -$94.1K | 0.06% | 83 |
|
|
2024
Q1 | $1.41M | Sell |
24,734
-1,461
| -6% | -$83.2K | 0.06% | 78 |
|
|
2023
Q4 | $1.36M | Sell |
26,195
-31
| -0.1% | -$1.61K | 0.07% | 81 |
|
|
2023
Q3 | $1.22M | Hold |
26,226
| – | – | 0.06% | 70 |
|
|
2023
Q2 | $1.26M | Sell |
26,226
-787
| -3% | -$37.9K | 0.06% | 87 |
|
|
2023
Q1 | $1.2M | Sell |
27,013
-253
| -0.9% | -$11.2K | 0.06% | 78 |
|
|
2022
Q4 | $1.13M | Buy |
27,266
+11,400
| +72% | +$474K | 0.06% | 84 |
|
|
2022
Q3 | $616K | Sell |
15,866
-43
| -0.3% | -$1.67K | 0.04% | 90 |
|
|
2022
Q2 | $648K | Hold |
15,909
| – | – | 0.05% | 87 |
|
|
2022
Q1 | $780K | Sell |
15,909
-1,131
| -7% | -$55.5K | 0.06% | 96 |
|
|
2021
Q4 | $881K | Sell |
17,040
-24
| -0.1% | -$1.24K | 0.06% | 113 |
|
|
2021
Q3 | $805K | Sell |
17,064
-990
| -5% | -$46.7K | 0.07% | 110 |
|
|
2021
Q2 | $851K | Buy |
+18,054
| New | +$851K | 0.07% | 124 |
|