Sigma Planning Corp’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
Q3 | – | Sell |
-5,534
| Closed | -$267K | – | 1214 |
|
|
2023
Q2 | $267K | Sell |
5,534
-111
| -2% | -$5.35K | 0.01% | 986 |
|
|
2023
Q1 | $251K | Sell |
5,645
-2,716
| -32% | -$121K | 0.01% | 1074 |
|
|
2022
Q4 | $348K | Sell |
8,361
-58
| -0.7% | -$2.41K | 0.01% | 909 |
|
|
2022
Q3 | $327K | Buy |
8,419
+1
| +0% | +$39 | 0.01% | 911 |
|
|
2022
Q2 | $343K | Hold |
8,418
| – | – | 0.01% | 924 |
|
|
2022
Q1 | $413K | Buy |
8,418
+1
| +0% | +$49 | 0.01% | 913 |
|
|
2021
Q4 | $435K | Buy |
8,417
+1
| +0% | +$52 | 0.01% | 899 |
|
|
2021
Q3 | $397K | Hold |
8,416
| – | – | 0.01% | 913 |
|
|
2021
Q2 | $397K | Buy |
+8,416
| New | +$397K | 0.01% | 917 |
|