CCWM
Cassaday & Co 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 | $380K | Hold |
5,673
| – | – | 0.01% | 236 |
|
|
2025
Q1 | $343K | Hold |
5,673
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $362K | Hold |
5,673
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $353K | Hold |
5,673
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $334K | Hold |
5,673
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $323K | Hold |
5,673
| – | – | 0.01% | 214 |
|
|
2023
Q4 | $294K | Hold |
5,673
| – | – | 0.01% | 205 |
|
|
2023
Q3 | $264K | Hold |
5,673
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $273K | Hold |
5,673
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $252K | Hold |
5,673
| – | – | 0.01% | 223 |
|
|
2022
Q4 | $236K | Buy |
+5,673
| New | +$236K | 0.01% | 221 |
|