CWA
Canvas Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.82M | Buy |
26,344
+8,450
| +47% | +$584K | 0.36% | 52 |
|
2025
Q1 | $1.02M | Buy |
17,894
+2,221
| +14% | +$127K | 0.26% | 61 |
|
2024
Q4 | $999K | Buy |
15,673
+7,666
| +96% | +$489K | 0.25% | 63 |
|
2024
Q3 | $498K | Buy |
8,007
+2,855
| +55% | +$178K | 0.14% | 90 |
|
2024
Q2 | $303K | Buy |
5,152
+214
| +4% | +$12.6K | 0.09% | 110 |
|
2024
Q1 | $269K | Buy |
+4,938
| New | +$269K | 0.09% | 114 |
|