AWM
Ariadne 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 | $4.8M | Sell |
68,444
-22,341
| -25% | -$1.57M | 2.29% | 11 |
|
|
2025
Q1 | $5.55M | Sell |
90,785
-2,911
| -3% | -$178K | 2.9% | 7 |
|
|
2024
Q4 | $6.18M | Buy |
93,696
+18,993
| +25% | +$1.25M | 2.83% | 6 |
|
|
2024
Q3 | $4.85M | Sell |
74,703
-236
| -0.3% | -$15.3K | 2.64% | 8 |
|
|
2024
Q2 | $4.41M | Buy |
+74,939
| New | +$4.41M | 3.41% | 7 |
|