Mutual 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
Q1 | – | Sell |
-164,451
| Closed | -$8.52M | – | 1089 |
|
|
2023
Q4 | $8.52M | Sell |
164,451
-178,119
| -52% | -$9.23M | 0.3% | 61 |
|
|
2023
Q3 | $15.9M | Buy |
342,570
+81,261
| +31% | +$3.78M | 0.62% | 22 |
|
|
2023
Q2 | $12.6M | Buy |
261,309
+94,615
| +57% | +$4.56M | 0.48% | 27 |
|
|
2023
Q1 | $7.41M | Sell |
166,694
-10,265
| -6% | -$456K | 0.3% | 68 |
|
|
2022
Q4 | $7.36M | Buy |
176,959
+19,459
| +12% | +$810K | 0.33% | 61 |
|
|
2022
Q3 | $6.11M | Buy |
157,500
+5,824
| +4% | +$226K | 0.31% | 64 |
|
|
2022
Q2 | $6.18M | Buy |
151,676
+29,741
| +24% | +$1.21M | 0.41% | 51 |
|
|
2022
Q1 | $5.98M | Sell |
121,935
-12,620
| -9% | -$619K | 0.33% | 60 |
|
|
2021
Q4 | $6.96M | Buy |
134,555
+12,620
| +10% | +$652K | 0.37% | 54 |
|
|
2021
Q3 | $5.75M | Hold |
121,935
| – | – | 0.34% | 61 |
|
|
2021
Q2 | $5.75M | Buy |
+121,935
| New | +$5.75M | 0.34% | 67 |
|