CSWM
Cassady Schiller Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.05M | Hold |
32,123
| – | – | 0.75% | 25 |
|
|
2024
Q3 | $2M | Hold |
32,123
| – | – | 0.73% | 25 |
|
|
2024
Q2 | $1.89M | Sell |
32,123
-1,167
| -4% | -$68.7K | 0.77% | 26 |
|
|
2024
Q1 | $1.9M | Sell |
33,290
-8,871
| -21% | -$505K | 0.85% | 24 |
|
|
2023
Q4 | $2.19M | Hold |
42,161
| – | – | 1.1% | 18 |
|
|
2023
Q3 | $1.96M | Hold |
42,161
| – | – | 1.09% | 21 |
|
|
2023
Q2 | $2.03M | Sell |
42,161
-264
| -0.6% | -$12.7K | 1.1% | 20 |
|
|
2023
Q1 | $1.88M | Hold |
42,425
| – | – | 0.89% | 21 |
|
|
2022
Q4 | $1.77M | Buy |
42,425
+155
| +0.4% | +$6.45K | 1.09% | 20 |
|
|
2022
Q3 | $1.64M | Sell |
42,270
-1,994
| -5% | -$77.4K | 0.95% | 22 |
|
|
2022
Q2 | $1.8M | Buy |
44,264
+99
| +0.2% | +$4.04K | 0.95% | 22 |
|
|
2022
Q1 | $2.17M | Buy |
44,165
+80
| +0.2% | +$3.92K | 1.04% | 21 |
|
|
2021
Q4 | $2.28M | Buy |
+44,085
| New | +$2.28M | 1.37% | 16 |
|