Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $231K | Buy |
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