CWP
Concord Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
148,913
+6,606
| +5% | +$443K | 1.46% | 15 |
|
|
2025
Q1 | $8.61M | Sell |
142,307
-15,602
| -10% | -$944K | 1.41% | 14 |
|
|
2024
Q4 | $10.1M | Sell |
157,909
-348
| -0.2% | -$22.2K | 1.65% | 15 |
|
|
2024
Q3 | $9.84M | Buy |
158,257
+4,601
| +3% | +$286K | 1.64% | 16 |
|
|
2024
Q2 | $9.04M | Buy |
153,656
+2,742
| +2% | +$161K | 1.59% | 16 |
|
|
2024
Q1 | $8.6M | Buy |
150,914
+9,540
| +7% | +$544K | 1.55% | 16 |
|
|
2023
Q4 | $7.33M | Buy |
141,374
+134,744
| +2,032% | +$6.98M | 1.47% | 18 |
|
|
2023
Q3 | $309K | Buy |
6,630
+4,144
| +167% | +$193K | 0.07% | 151 |
|
|
2023
Q2 | $120K | Buy |
2,486
+159
| +7% | +$7.66K | 0.03% | 252 |
|
|
2023
Q1 | $103K | Buy |
2,327
+1,436
| +161% | +$63.8K | 0.03% | 243 |
|
|
2022
Q4 | $37.1K | Buy |
+891
| New | +$37.1K | 0.01% | 419 |
|
|
2022
Q3 | – | Sell |
-829
| Closed | -$34K | – | 383 |
|
|
2022
Q2 | $34K | Buy |
+829
| New | +$34K | 0.01% | 431 |
|