Pinnacle Wealth Planning Services’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
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|
2025
Q1 | $2.79M | Hold |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $3.22M | Hold |
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|
2024
Q1 | $3.11M | Sell |
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|
2023
Q4 | $2.95M | Buy |
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|
2023
Q3 | $2.62M | Hold |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $3.1M | Buy |
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|
2022
Q4 | $2.88M | Buy |
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|
2022
Q3 | $2.25M | Hold |
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|
2022
Q2 | $2.36M | Sell |
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|
2022
Q1 | $2.95M | Sell |
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|
2021
Q4 | $3.43M | Hold |
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|
2021
Q3 | $3.13M | Sell |
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|
2021
Q2 | $3.19M | Buy |
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