Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.06M | Hold |
25,437
| – | – | 0.01% | 235 |
|
|
2022
Q3 | $987K | Sell |
25,437
-1,999
| -7% | -$77.6K | 0.01% | 235 |
|
|
2022
Q2 | $1.12M | Sell |
27,436
-760
| -3% | -$31K | 0.01% | 230 |
|
|
2022
Q1 | $1.38M | Hold |
28,196
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $1.46M | Hold |
28,196
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $1.33M | Hold |
28,196
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $1.33M | Buy |
+28,196
| New | +$1.33M | 0.01% | 245 |
|