BWG
Beta Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
3,106
-874
| -22% | -$58.6K | 0.08% | 102 |
|
|
2025
Q1 | $241K | Sell |
3,980
-1,134
| -22% | -$68.6K | 0.09% | 95 |
|
|
2024
Q4 | $326K | Buy |
5,114
+6
| +0.1% | +$383 | 0.14% | 91 |
|
|
2024
Q3 | $318K | Sell |
5,108
-136
| -3% | -$8.46K | 0.14% | 89 |
|
|
2024
Q2 | $309K | Buy |
5,244
+354
| +7% | +$20.8K | 0.15% | 84 |
|
|
2024
Q1 | $279K | Sell |
4,890
-103
| -2% | -$5.87K | 0.14% | 89 |
|
|
2023
Q4 | $259K | Sell |
4,993
-570
| -10% | -$29.5K | 0.14% | 90 |
|
|
2023
Q3 | $259K | Sell |
5,563
-226
| -4% | -$10.5K | 0.15% | 90 |
|
|
2023
Q2 | $279K | Sell |
5,789
-606
| -9% | -$29.2K | 0.16% | 87 |
|
|
2023
Q1 | $284K | Buy |
+6,395
| New | +$284K | 0.16% | 81 |
|