Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $64.2M | Buy |
1,332,675
+46,557
| +4% | +$2.24M | 19.32% | 1 |
|
|
2023
Q1 | $57.1M | Buy |
1,286,118
+66,426
| +5% | +$2.95M | 19.04% | 1 |
|
|
2022
Q4 | $50.8M | Buy |
1,219,692
+93,823
| +8% | +$3.9M | 18.8% | 1 |
|
|
2022
Q3 | $43.7M | Buy |
1,125,869
+129,645
| +13% | +$5.03M | 20.65% | 1 |
|
|
2022
Q2 | $40.6M | Buy |
996,224
+201,622
| +25% | +$8.22M | 20.47% | 1 |
|
|
2022
Q1 | $39M | Buy |
794,602
+161,410
| +25% | +$7.91M | 19.98% | 1 |
|
|
2021
Q4 | $32.7M | Buy |
633,192
+309,151
| +95% | +$16M | 18.82% | 1 |
|
|
2021
Q3 | $15.3M | Buy |
324,041
+69,788
| +27% | +$3.29M | 12.53% | 1 |
|
|
2021
Q2 | $12M | Buy |
+254,253
| New | +$12M | 10.19% | 1 |
|