1WM
1900 Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.4M | Buy |
766,624
+573
| +0.1% | +$38.4K | 3.89% | 4 |
|
|
2025
Q1 | $46.3M | Sell |
766,051
-3,929
| -0.5% | -$238K | 3.85% | 4 |
|
|
2024
Q4 | $49.1M | Sell |
769,980
-6,754
| -0.9% | -$431K | 4.12% | 4 |
|
|
2024
Q3 | $48.3M | Sell |
776,734
-3,758
| -0.5% | -$234K | 4.14% | 4 |
|
|
2024
Q2 | $45.9M | Sell |
780,492
-1,452
| -0.2% | -$85.5K | 4.3% | 4 |
|
|
2024
Q1 | $44.6M | Sell |
781,944
-7,007
| -0.9% | -$399K | 4.06% | 4 |
|
|
2023
Q4 | $40.9M | Sell |
788,951
-12,726
| -2% | -$660K | 3.75% | 3 |
|
|
2023
Q3 | $37.3M | Buy |
801,677
+9,724
| +1% | +$453K | 3.72% | 4 |
|
|
2023
Q2 | $38.1M | Buy |
791,953
+50,252
| +7% | +$2.42M | 3.93% | 5 |
|
|
2023
Q1 | $31.4M | Sell |
741,701
-8,529
| -1% | -$362K | 3.38% | 5 |
|
|
2022
Q4 | $31.2M | Buy |
750,230
+33,260
| +5% | +$1.38M | 3.38% | 5 |
|
|
2022
Q3 | $27.8M | Sell |
716,970
-23,891
| -3% | -$927K | 3.25% | 7 |
|
|
2022
Q2 | $30.2M | Buy |
740,861
+56,355
| +8% | +$2.3M | 3.29% | 6 |
|
|
2022
Q1 | $33.6M | Buy |
684,506
+9,303
| +1% | +$456K | 3.19% | 7 |
|
|
2021
Q4 | $34.9M | Buy |
675,203
+262
| +0% | +$13.5K | 3.16% | 7 |
|
|
2021
Q3 | $31.8M | Buy |
674,941
+3,743
| +0.6% | +$177K | 3.09% | 7 |
|
|
2021
Q2 | $31.6M | Buy |
+671,198
| New | +$31.6M | 3.03% | 10 |
|