Private Portfolio Partners’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 | $340K | Sell |
5,334
-231
| -4% | -$14.7K | 0.06% | 221 |
|
|
2024
Q3 | $346K | Sell |
5,565
-200
| -3% | -$12.4K | 0.06% | 204 |
|
|
2024
Q2 | $339K | Sell |
5,765
-547
| -9% | -$32.2K | 0.28% | 61 |
|
|
2024
Q1 | $360K | Hold |
6,312
| – | – | 0.08% | 189 |
|
|
2023
Q4 | $327K | Hold |
6,312
| – | – | 0.08% | 189 |
|
|
2023
Q3 | $294K | Sell |
6,312
-517
| -8% | -$24.1K | 0.08% | 195 |
|
|
2023
Q2 | $329K | Sell |
6,829
-225
| -3% | -$10.8K | 0.08% | 183 |
|
|
2023
Q1 | $313K | Hold |
7,054
| – | – | 0.08% | 182 |
|
|
2022
Q4 | $294K | Sell |
7,054
-125
| -2% | -$5.2K | 0.08% | 201 |
|
|
2022
Q3 | $279K | Sell |
7,179
-50
| -0.7% | -$1.94K | 0.08% | 201 |
|
|
2022
Q2 | $295K | Hold |
7,229
| – | – | 0.08% | 197 |
|
|
2022
Q1 | $354K | Hold |
7,229
| – | – | 0.09% | 204 |
|
|
2021
Q4 | $374K | Hold |
7,229
| – | – | 0.1% | 190 |
|
|
2021
Q3 | $341K | Sell |
7,229
-125
| -2% | -$5.9K | 0.1% | 191 |
|
|
2021
Q2 | $347K | Buy |
+7,354
| New | +$347K | 0.1% | 186 |
|