Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,883
| Closed | -$149K | – | 580 |
|
|
2023
Q4 | $149K | Buy |
2,883
+13
| +0.5% | +$672 | 0.02% | 375 |
|
|
2023
Q3 | $134K | Buy |
2,870
+10
| +0.3% | +$467 | 0.02% | 372 |
|
|
2023
Q2 | $138K | Buy |
2,860
+9
| +0.3% | +$434 | 0.02% | 383 |
|
|
2023
Q1 | $127K | Buy |
2,851
+9
| +0.3% | +$401 | 0.02% | 374 |
|
|
2022
Q4 | $118K | Buy |
2,842
+13
| +0.5% | +$540 | 0.02% | 339 |
|
|
2022
Q3 | $110K | Buy |
2,829
+11
| +0.4% | +$428 | 0.02% | 344 |
|
|
2022
Q2 | $115K | Buy |
2,818
+10
| +0.4% | +$408 | 0.02% | 336 |
|
|
2022
Q1 | $138K | Buy |
2,808
+7
| +0.2% | +$344 | 0.02% | 344 |
|
|
2021
Q4 | $145K | Buy |
2,801
+11
| +0.4% | +$569 | 0.02% | 339 |
|
|
2021
Q3 | $132K | Buy |
2,790
+8
| +0.3% | +$378 | 0.02% | 325 |
|
|
2021
Q2 | $131K | Buy |
+2,782
| New | +$131K | 0.02% | 345 |
|