DWM
Drive 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 | $944K | Sell |
14,081
-5,405
| -28% | -$362K | 0.21% | 98 |
|
|
2025
Q1 | $1.18M | Buy |
19,486
+1,529
| +9% | +$92.5K | 0.28% | 82 |
|
|
2024
Q4 | $1.14M | Sell |
17,957
-2,896
| -14% | -$185K | 0.28% | 69 |
|
|
2024
Q3 | $1.3M | Sell |
20,853
-1,920
| -8% | -$119K | 0.34% | 55 |
|
|
2024
Q2 | $1.34M | Sell |
22,773
-1,757
| -7% | -$103K | 0.36% | 54 |
|
|
2024
Q1 | $1.4M | Sell |
24,530
-8,739
| -26% | -$498K | 0.39% | 48 |
|
|
2023
Q4 | $1.72M | Sell |
33,269
-12,846
| -28% | -$666K | 0.56% | 37 |
|
|
2023
Q3 | $2.15M | Sell |
46,115
-17,137
| -27% | -$798K | 0.78% | 29 |
|
|
2023
Q2 | $3.05M | Sell |
63,252
-33,431
| -35% | -$1.61M | 1.13% | 18 |
|
|
2023
Q1 | $4.3M | Buy |
96,683
+21,972
| +29% | +$976K | 1.8% | 10 |
|
|
2022
Q4 | $3.11M | Buy |
74,711
+28,805
| +63% | +$1.2M | 1.55% | 10 |
|
|
2022
Q3 | $1.78M | Buy |
45,906
+24,617
| +116% | +$956K | 1.69% | 9 |
|
|
2022
Q2 | $868K | Buy |
+21,289
| New | +$868K | 0.79% | 27 |
|