Simplicity Solutions’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $210K | Buy |
+4,056
| New | +$210K | 0.01% | 962 |
|
2023
Q2 | – | Sell |
-14,529
| Closed | -$646K | – | 1085 |
|
2023
Q1 | $646K | Buy |
+14,529
| New | +$646K | 0.02% | 611 |
|
2021
Q4 | – | Sell |
-4,366
| Closed | -$206K | – | 486 |
|
2021
Q3 | $206K | Sell |
4,366
-202
| -4% | -$9.53K | 0.03% | 555 |
|
2021
Q2 | $215K | Buy |
+4,568
| New | +$215K | 0.04% | 482 |
|