BTWM
Baker Tilly Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,630
| Closed | -$321K | – | 313 |
|
|
2024
Q1 | $321K | Buy |
5,630
+12
| +0.2% | +$684 | 0.06% | 333 |
|
|
2023
Q4 | $291K | Buy |
5,618
+25
| +0.4% | +$1.3K | 0.05% | 387 |
|
|
2023
Q3 | $260K | Buy |
5,593
+47
| +0.8% | +$2.19K | 0.04% | 388 |
|
|
2023
Q2 | $267K | Buy |
5,546
+19
| +0.3% | +$915 | 0.03% | 471 |
|
|
2023
Q1 | $246K | Buy |
5,527
+17
| +0.3% | +$755 | 0.03% | 484 |
|
|
2022
Q4 | $229K | Buy |
5,510
+25
| +0.5% | +$1.04K | 0.03% | 488 |
|
|
2022
Q3 | $213K | Buy |
5,485
+22
| +0.4% | +$854 | 0.03% | 465 |
|
|
2022
Q2 | $223K | Buy |
5,463
+20
| +0.4% | +$816 | 0.03% | 457 |
|
|
2022
Q1 | $267K | Buy |
5,443
+12
| +0.2% | +$589 | 0.03% | 446 |
|
|
2021
Q4 | $281K | Buy |
5,431
+22
| +0.4% | +$1.14K | 0.03% | 440 |
|
|
2021
Q3 | $255K | Buy |
5,409
+15
| +0.3% | +$707 | 0.03% | 436 |
|
|
2021
Q2 | $254K | Buy |
+5,394
| New | +$254K | 0.04% | 431 |
|