Veritable’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
Q3 | – | Sell |
-14,816
| Closed | -$714K | – | 207 |
|
2023
Q2 | $714K | Hold |
14,816
| – | – | 0.01% | 447 |
|
2023
Q1 | $658K | Hold |
14,816
| – | – | 0.01% | 464 |
|
2022
Q4 | $616K | Hold |
14,816
| – | – | 0.01% | 467 |
|
2022
Q3 | $575K | Hold |
14,816
| – | – | 0.01% | 463 |
|
2022
Q2 | $604K | Hold |
14,816
| – | – | 0.01% | 488 |
|
2022
Q1 | $726K | Hold |
14,816
| – | – | 0.01% | 464 |
|
2021
Q4 | $766K | Hold |
14,816
| – | – | 0.01% | 453 |
|
2021
Q3 | $699K | Buy |
14,816
+6,116
| +70% | +$289K | 0.01% | 463 |
|
2021
Q2 | $410K | Buy |
+8,700
| New | +$410K | 0.01% | 584 |
|