DPW
DiNuzzo Private Wealth’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
404,800
+16,111
| +4% | +$818K | 2.44% | 13 |
|
|
2025
Q1 | $19.7M | Buy |
388,689
+37,496
| +11% | +$1.9M | 2.48% | 14 |
|
|
2024
Q4 | $17.8M | Buy |
351,193
+61,305
| +21% | +$3.1M | 2.25% | 14 |
|
|
2024
Q3 | $14.7M | Buy |
289,888
+25,307
| +10% | +$1.28M | 1.81% | 17 |
|
|
2024
Q2 | $13.4M | Buy |
264,581
+28,264
| +12% | +$1.43M | 1.81% | 17 |
|
|
2024
Q1 | $12M | Buy |
236,317
+32,559
| +16% | +$1.65M | 1.61% | 18 |
|
|
2023
Q4 | $10.3M | Buy |
+203,758
| New | +$10.3M | 1.46% | 19 |
|