Sanctuary Wealth Management’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 | $130K | Buy |
2,046
+216
| +12% | +$13.8K | 0.09% | 57 |
|
|
2024
Q3 | $114K | Hold |
1,830
| – | – | 0.08% | 64 |
|
|
2024
Q2 | $108K | Hold |
1,830
| – | – | 0.08% | 62 |
|
|
2024
Q1 | $104K | Sell |
1,830
-653
| -26% | -$37.2K | 0.08% | 64 |
|
|
2023
Q4 | $129K | Buy |
2,483
+653
| +36% | +$33.8K | 0.12% | 53 |
|
|
2023
Q3 | $85.2K | Hold |
1,830
| – | – | 0.09% | 58 |
|
|
2023
Q2 | $88.1K | Buy |
+1,830
| New | +$88.1K | 0.09% | 56 |
|
|
2022
Q4 | $76.1K | Buy |
+1,830
| New | +$76.1K | 0.09% | 56 |
|