OAM
Occidental Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,725
| Closed | -$276K | – | 210 |
|
|
2023
Q2 | $276K | Hold |
5,725
| – | – | 0.06% | 183 |
|
|
2023
Q1 | $254K | Hold |
5,725
| – | – | 0.06% | 173 |
|
|
2022
Q4 | $238K | Hold |
5,725
| – | – | 0.07% | 175 |
|
|
2022
Q3 | $222K | Hold |
5,725
| – | – | 0.07% | 164 |
|
|
2022
Q2 | $233K | Buy |
+5,725
| New | +$233K | 0.07% | 163 |
|