ALWM
Andrews Lucia 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 | $3.17M | Buy |
47,356
+144
| +0.3% | +$9.65K | 2.06% | 10 |
|
|
2025
Q1 | $3.01M | Buy |
47,212
+104
| +0.2% | +$6.63K | 2.02% | 10 |
|
|
2024
Q4 | $2.93M | Buy |
47,108
+54
| +0.1% | +$3.36K | 1.96% | 10 |
|
|
2024
Q3 | $2.77M | Sell |
47,054
-192
| -0.4% | -$11.3K | 1.96% | 10 |
|
|
2024
Q2 | $2.69M | Hold |
47,246
| – | – | 1.88% | 11 |
|
|
2024
Q1 | $2.69M | Sell |
47,246
-485
| -1% | -$27.6K | 1.92% | 10 |
|
|
2023
Q4 | $2.47M | Sell |
47,731
-1,520
| -3% | -$78.8K | 1.91% | 10 |
|
|
2023
Q3 | $2.29M | Sell |
49,251
-11,110
| -18% | -$517K | 1.97% | 10 |
|
|
2023
Q2 | $2.91M | Buy |
60,361
+1,997
| +3% | +$96.2K | 2.42% | 9 |
|
|
2023
Q1 | $2.59M | Buy |
58,364
+2,118
| +4% | +$94.1K | 2.3% | 9 |
|
|
2022
Q4 | $2.34M | Sell |
56,246
-132
| -0.2% | -$5.49K | 2.18% | 10 |
|
|
2022
Q3 | $2.19M | Sell |
56,378
-17,122
| -23% | -$665K | 2.31% | 8 |
|
|
2022
Q2 | $3.6M | Buy |
73,500
+1,810
| +3% | +$88.7K | 3.41% | 7 |
|
|
2022
Q1 | $3.71M | Hold |
71,690
| – | – | 3.32% | 7 |
|
|
2021
Q4 | $3.71M | Buy |
+71,690
| New | +$3.71M | 3.36% | 7 |
|