Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $346K | Hold |
8,907
| – | – | 0.09% | 119 |
|
|
2022
Q2 | $363K | Buy |
+8,907
| New | +$363K | 0.1% | 118 |
|
|
2022
Q1 | – | Sell |
-8,907
| Closed | -$460K | – | 532 |
|
|
2021
Q4 | $460K | Sell |
8,907
-104
| -1% | -$5.37K | 0.11% | 91 |
|
|
2021
Q3 | $425K | Buy |
+9,011
| New | +$425K | 0.11% | 90 |
|