WealthOne’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 | $2.57M | Sell |
55,256
-315
| -0.6% | -$14.7K | 1.04% | 19 |
|
|
2023
Q2 | $2.68M | Buy |
55,571
+107
| +0.2% | +$5.15K | 0.98% | 19 |
|
|
2023
Q1 | $2.46M | Buy |
55,464
+19
| +0% | +$844 | 0.96% | 19 |
|
|
2022
Q4 | $2.31M | Buy |
55,445
+39
| +0.1% | +$1.62K | 0.94% | 21 |
|
|
2022
Q3 | $2.15M | Buy |
55,406
+39
| +0.1% | +$1.51K | 0.93% | 19 |
|
|
2022
Q2 | $2.26M | Buy |
+55,367
| New | +$2.26M | 0.92% | 19 |
|
|
2022
Q1 | – | Sell |
-54,618
| Closed | -$2.82M | – | 130 |
|
|
2021
Q4 | $2.82M | Sell |
54,618
-337
| -0.6% | -$17.4K | 0.97% | 20 |
|
|
2021
Q3 | $2.59M | Sell |
54,955
-207
| -0.4% | -$9.76K | 0.97% | 19 |
|
|
2021
Q2 | $2.6M | Buy |
+55,162
| New | +$2.6M | 1.02% | 20 |
|