CWM
CarsonAllaria Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
287,941
+21,894
| +8% | +$1.47M | 10.35% | 3 |
|
|
2025
Q1 | $16.1M | Buy |
266,047
+1,225
| +0.5% | +$74.1K | 9.32% | 3 |
|
|
2024
Q4 | $16.9M | Buy |
264,822
+4,693
| +2% | +$299K | 9.66% | 3 |
|
|
2024
Q3 | $16.2M | Sell |
260,129
-3,523
| -1% | -$219K | 9.28% | 3 |
|
|
2024
Q2 | $15.5M | Buy |
263,652
+7,359
| +3% | +$433K | 9.49% | 3 |
|
|
2024
Q1 | $14.6M | Sell |
256,293
-674
| -0.3% | -$38.4K | 9.18% | 3 |
|
|
2023
Q4 | $13.3M | Buy |
256,967
+10,790
| +4% | +$559K | 9.55% | 2 |
|
|
2023
Q3 | $11.5M | Buy |
246,177
+9,641
| +4% | +$449K | 9.31% | 2 |
|
|
2023
Q2 | $11.4M | Buy |
236,536
+17,543
| +8% | +$845K | 8.97% | 2 |
|
|
2023
Q1 | $9.73M | Buy |
218,993
+5,869
| +3% | +$261K | 8.2% | 2 |
|
|
2022
Q4 | $8.87M | Buy |
213,124
+29,029
| +16% | +$1.21M | 7.76% | 2 |
|
|
2022
Q3 | $7.15M | Buy |
184,095
+9,788
| +6% | +$380K | 6.64% | 4 |
|
|
2022
Q2 | $7.1M | Buy |
174,307
+3,989
| +2% | +$163K | 6.63% | 3 |
|
|
2022
Q1 | $8.35M | Buy |
170,318
+20,420
| +14% | +$1M | 7.47% | 3 |
|
|
2021
Q4 | $7.75M | Buy |
+149,898
| New | +$7.75M | 6.85% | 3 |
|