Summit Wealth Group’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 | – | Sell |
-139,811
| Closed | -$3K | – | 124 |
|
|
2023
Q1 | $3K | Buy |
+139,811
| New | +$3K | 0.07% | 67 |
|
|
2022
Q1 | – | Sell |
-4,559
| Closed | -$236K | – | 29 |
|
|
2021
Q4 | $236K | Buy |
4,559
+18
| +0.4% | +$932 | 0.27% | 27 |
|
|
2021
Q3 | $214K | Buy |
4,541
+13
| +0.3% | +$613 | 0.34% | 41 |
|
|
2021
Q2 | $213K | Buy |
+4,528
| New | +$213K | 0.32% | 22 |
|