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Tiedemann Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,294
| Closed | -$207K | – | 275 |
|
2023
Q2 | $207K | Sell |
4,294
-3,225
| -43% | -$155K | 0.01% | 239 |
|
2023
Q1 | $334K | Hold |
7,519
| – | – | 0.02% | 197 |
|
2022
Q4 | $313K | Hold |
7,519
| – | – | 0.02% | 194 |
|
2022
Q3 | $292K | Hold |
7,519
| – | – | 0.02% | 189 |
|
2022
Q2 | $306K | Hold |
7,519
| – | – | 0.02% | 181 |
|
2022
Q1 | $369K | Hold |
7,519
| – | – | 0.02% | 215 |
|
2021
Q4 | $389K | Hold |
7,519
| – | – | 0.02% | 217 |
|
2021
Q3 | $355K | Hold |
7,519
| – | – | 0.02% | 226 |
|
2021
Q2 | $354K | Buy |
+7,519
| New | +$354K | 0.01% | 271 |
|