SDH
Sloy Dahl & Holst’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,094
| Closed | -$380K | – | 70 |
|
|
2022
Q3 | $380K | Buy |
15,094
+7,344
| +95% | +$185K | 0.08% | 50 |
|
|
2022
Q2 | $205K | Buy |
7,750
+453
| +6% | +$12K | 0.05% | 72 |
|
|
2022
Q1 | $230K | Sell |
7,297
-8,626
| -54% | -$272K | 0.04% | 69 |
|
|
2021
Q4 | $480K | Hold |
15,923
| – | – | 0.1% | 49 |
|
|
2021
Q3 | $480K | Buy |
+15,923
| New | +$480K | 0.1% | 49 |
|
|
2021
Q2 | – | Sell |
-10,560
| Closed | -$298K | – | 65 |
|
|
2021
Q1 | $298K | Buy |
+10,560
| New | +$298K | 0.04% | 50 |
|