DWM
Dopkins 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 | $5.31M | Buy |
79,223
+620
| +0.8% | +$41.6K | 2.38% | 12 |
|
|
2025
Q1 | $4.75M | Sell |
78,603
-4,597
| -6% | -$278K | 2.42% | 11 |
|
|
2024
Q4 | $5.3M | Buy |
83,200
+6,753
| +9% | +$431K | 2.7% | 11 |
|
|
2024
Q3 | $4.76M | Sell |
76,447
-16,780
| -18% | -$1.04M | 3.84% | 6 |
|
|
2024
Q2 | $5.49M | Buy |
93,227
+1,148
| +1% | +$67.6K | 3.34% | 7 |
|
|
2024
Q1 | $5.25M | Sell |
92,079
-1,094
| -1% | -$62.3K | 3.16% | 7 |
|
|
2023
Q4 | $4.83M | Sell |
93,173
-166
| -0.2% | -$8.6K | 3.76% | 6 |
|
|
2023
Q3 | $4.34M | Sell |
93,339
-588
| -0.6% | -$27.4K | 3.29% | 7 |
|
|
2023
Q2 | $4.52M | Sell |
93,927
-139
| -0.1% | -$6.69K | 4.03% | 6 |
|
|
2023
Q1 | $4.18M | Buy |
94,066
+1,837
| +2% | +$81.6K | 3.91% | 6 |
|
|
2022
Q4 | $3.84M | Sell |
92,229
-54
| -0.1% | -$2.25K | 3.38% | 6 |
|
|
2022
Q3 | $3.58M | Sell |
92,283
-2,430
| -3% | -$94.3K | 4.01% | 6 |
|
|
2022
Q2 | $3.86M | Buy |
94,713
+5,274
| +6% | +$215K | 4.17% | 6 |
|
|
2022
Q1 | $4.38M | Sell |
89,439
-1,632
| -2% | -$80K | 4.76% | 5 |
|
|
2021
Q4 | $4.71M | Buy |
+91,071
| New | +$4.71M | 4.65% | 6 |
|