BAWC
Boyce & Associates Wealth Consulting’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $583K | Buy |
8,692
+20
| +0.2% | +$1.34K | 0.53% | 39 |
|
2025
Q1 | $524K | Buy |
8,672
+16
| +0.2% | +$968 | 0.52% | 36 |
|
2024
Q4 | $552K | Buy |
8,656
+26
| +0.3% | +$1.66K | 0.56% | 36 |
|
2024
Q3 | $537K | Buy |
8,630
+18
| +0.2% | +$1.12K | 0.56% | 35 |
|
2024
Q2 | $507K | Buy |
8,612
+20
| +0.2% | +$1.18K | 0.6% | 34 |
|
2024
Q1 | $490K | Buy |
8,592
+15
| +0.2% | +$855 | 0.63% | 28 |
|
2023
Q4 | $445K | Buy |
8,577
+33
| +0.4% | +$1.71K | 0.65% | 27 |
|
2023
Q3 | $398K | Buy |
8,544
+24
| +0.3% | +$1.12K | 0.66% | 27 |
|
2023
Q2 | $410K | Buy |
8,520
+1,254
| +17% | +$60.4K | 0.69% | 26 |
|
2023
Q1 | $322K | Buy |
7,266
+23
| +0.3% | +$1.02K | 0.58% | 33 |
|
2022
Q4 | $301K | Sell |
7,243
-218
| -3% | -$9.07K | 0.58% | 31 |
|
2022
Q3 | $290K | Buy |
7,461
+29
| +0.4% | +$1.13K | 0.6% | 32 |
|
2022
Q2 | $303K | Buy |
7,432
+26
| +0.4% | +$1.06K | 0.55% | 31 |
|
2022
Q1 | $363K | Buy |
+7,406
| New | +$363K | 0.54% | 36 |
|