AWM
Arista 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 | $1.6M | Hold |
23,840
| – | – | 0.22% | 60 |
|
|
2025
Q1 | $1.44M | Hold |
23,840
| – | – | 0.35% | 24 |
|
|
2024
Q4 | $1.52M | Sell |
23,840
-40
| -0.2% | -$2.55K | 0.36% | 24 |
|
|
2024
Q3 | $1.49M | Sell |
23,880
-186
| -0.8% | -$11.6K | 0.36% | 24 |
|
|
2024
Q2 | $1.42M | Buy |
24,066
+11,557
| +92% | +$680K | 0.37% | 24 |
|
|
2024
Q1 | $713K | Sell |
12,509
-12,001
| -49% | -$684K | 0.54% | 23 |
|
|
2023
Q4 | $1.27M | Buy |
24,510
+3
| +0% | +$155 | 0.47% | 22 |
|
|
2023
Q3 | $1.14M | Buy |
24,507
+518
| +2% | +$24.1K | 0.45% | 23 |
|
|
2023
Q2 | $1.16M | Buy |
23,989
+2
| +0% | +$96 | 0.48% | 23 |
|
|
2023
Q1 | $1.07M | Buy |
23,987
+3
| +0% | +$133 | 0.58% | 25 |
|
|
2022
Q4 | $998K | Buy |
+23,984
| New | +$998K | 0.63% | 23 |
|