Accel 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 | $218K | Buy |
+3,260
| New | +$218K | 0.07% | 237 |
|
|
2025
Q1 | – | Sell |
-3,510
| Closed | -$224K | – | 257 |
|
|
2024
Q4 | $224K | Hold |
3,510
| – | – | 0.08% | 220 |
|
|
2024
Q3 | $218K | Hold |
3,510
| – | – | 0.08% | 225 |
|
|
2024
Q2 | $207K | Sell |
3,510
-1,168
| -25% | -$68.7K | 0.08% | 222 |
|
|
2024
Q1 | $267K | Hold |
4,678
| – | – | 0.11% | 170 |
|
|
2023
Q4 | $242K | Buy |
4,678
+290
| +7% | +$15K | 0.12% | 163 |
|
|
2023
Q3 | $204K | Hold |
4,388
| – | – | 0.11% | 160 |
|
|
2023
Q2 | $211K | Buy |
+4,388
| New | +$211K | 0.12% | 159 |
|