TRUE Private Wealth Advisors’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
Q3 | – | Sell |
-5,166
| Closed | -$304K | – | 231 |
|
|
2024
Q2 | $304K | Sell |
5,166
-1,362
| -21% | -$80.1K | 0.03% | 222 |
|
|
2024
Q1 | $372K | Hold |
6,528
| – | – | 0.04% | 204 |
|
|
2023
Q4 | $338K | Hold |
6,528
| – | – | 0.04% | 208 |
|
|
2023
Q3 | $304K | Hold |
6,528
| – | – | 0.04% | 190 |
|
|
2023
Q2 | $314K | Hold |
6,528
| – | – | 0.05% | 165 |
|
|
2023
Q1 | $290K | Hold |
6,528
| – | – | 0.04% | 176 |
|
|
2022
Q4 | $272K | Hold |
6,528
| – | – | 0.04% | 174 |
|
|
2022
Q3 | $253K | Hold |
6,528
| – | – | 0.04% | 176 |
|
|
2022
Q2 | $266K | Hold |
6,528
| – | – | 0.04% | 181 |
|
|
2022
Q1 | $303K | Hold |
6,528
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $337K | Hold |
6,528
| – | – | 0.05% | 190 |
|
|
2021
Q3 | $307K | Hold |
6,528
| – | – | 0.04% | 184 |
|
|
2021
Q2 | $307K | Buy |
+6,528
| New | +$307K | 0.05% | 176 |
|