Alliance Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $438K | Hold |
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|
2022
Q4 | $410K | Hold |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $483K | Hold |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $465K | Hold |
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|
2021
Q2 | $465K | Buy |
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