CWAG
Compton Wealth Advisory Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
5,165
| – | – | 0.09% | 72 |
|
|
2025
Q1 | $312K | Hold |
5,165
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $329K | Hold |
5,165
| – | – | 0.09% | 89 |
|
|
2024
Q3 | $321K | Hold |
5,165
| – | – | 0.08% | 93 |
|
|
2024
Q2 | $304K | Hold |
5,165
| – | – | 0.08% | 90 |
|
|
2024
Q1 | $294K | Hold |
5,165
| – | – | 0.08% | 90 |
|
|
2023
Q4 | $268K | Hold |
5,165
| – | – | 0.08% | 79 |
|
|
2023
Q3 | $240K | Hold |
5,165
| – | – | 0.08% | 83 |
|
|
2023
Q2 | $249K | Hold |
5,165
| – | – | 0.08% | 82 |
|
|
2023
Q1 | $229K | Buy |
+5,165
| New | +$229K | 0.08% | 84 |
|