BWP
Bernardo Wealth Planning’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
242,876
+84,350
| +53% | +$5.65M | 3.53% | 9 |
|
|
2025
Q1 | $9.59M | Buy |
158,526
+9,254
| +6% | +$560K | 2.29% | 16 |
|
|
2024
Q4 | $9.44M | Buy |
149,272
+136,690
| +1,086% | +$8.64M | 2.26% | 15 |
|
|
2024
Q3 | $795K | Buy |
12,582
+8,198
| +187% | +$518K | 0.19% | 49 |
|
|
2024
Q2 | $258K | Buy |
+4,384
| New | +$258K | 0.07% | 88 |
|