AWMG
Alliance Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
5,721
| – | – | 0.1% | 66 |
|
|
2025
Q1 | $346K | Hold |
5,721
| – | – | 0.09% | 67 |
|
|
2024
Q4 | $365K | Hold |
5,721
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $356K | Hold |
5,721
| – | – | 0.09% | 65 |
|
|
2024
Q2 | $337K | Hold |
5,721
| – | – | 0.1% | 66 |
|
|
2024
Q1 | $326K | Sell |
5,721
-4,142
| -42% | -$236K | 0.1% | 64 |
|
|
2023
Q4 | $511K | Buy |
+9,863
| New | +$511K | 0.16% | 51 |
|
|
2023
Q2 | $475K | Hold |
9,863
| – | – | 0.15% | 51 |
|
|
2023
Q1 | $438K | Hold |
9,863
| – | – | 0.15% | 53 |
|
|
2022
Q4 | $410K | Hold |
9,863
| – | – | 0.15% | 54 |
|
|
2022
Q3 | $383K | Hold |
9,863
| – | – | 0.15% | 52 |
|
|
2022
Q2 | $402K | Hold |
9,863
| – | – | 0.15% | 50 |
|
|
2022
Q1 | $483K | Hold |
9,863
| – | – | 0.16% | 50 |
|
|
2021
Q4 | $510K | Hold |
9,863
| – | – | 0.16% | 49 |
|
|
2021
Q3 | $465K | Hold |
9,863
| – | – | 0.15% | 49 |
|
|
2021
Q2 | $465K | Buy |
+9,863
| New | +$465K | 0.15% | 48 |
|