BWM
BT Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $411K | Buy |
+10,092
| New | +$411K | 0.12% | 42 |
|
|
2022
Q1 | – | Sell |
-10,032
| Closed | -$519K | – | 70 |
|
|
2021
Q4 | $519K | Buy |
10,032
+40
| +0.4% | +$2.07K | 0.14% | 38 |
|
|
2021
Q3 | $471K | Buy |
9,992
+27
| +0.3% | +$1.27K | 0.15% | 34 |
|
|
2021
Q2 | $470K | Buy |
+9,965
| New | +$470K | 0.14% | 35 |
|