EWM
Empirical 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 | $4.07M | Sell |
60,730
-237
| -0.4% | -$15.9K | 0.09% | 143 |
|
|
2025
Q1 | $3.69M | Sell |
60,967
-2,367
| -4% | -$143K | 0.09% | 150 |
|
|
2024
Q4 | $4.04M | Sell |
63,334
-1,912
| -3% | -$122K | 0.11% | 127 |
|
|
2024
Q3 | $4.06M | Sell |
65,246
-60
| -0.1% | -$3.73K | 0.11% | 129 |
|
|
2024
Q2 | $3.84M | Hold |
65,306
| – | – | 0.11% | 128 |
|
|
2024
Q1 | $3.72M | Buy |
65,306
+2,949
| +5% | +$168K | 0.11% | 125 |
|
|
2023
Q4 | $3.23M | Buy |
62,357
+2,939
| +5% | +$152K | 0.11% | 126 |
|
|
2023
Q3 | $2.77M | Sell |
59,418
-456
| -0.8% | -$21.2K | 0.11% | 127 |
|
|
2023
Q2 | $2.88M | Sell |
59,874
-510
| -0.8% | -$24.6K | 0.12% | 124 |
|
|
2023
Q1 | $2.68M | Buy |
60,384
+1,892
| +3% | +$84.1K | 0.12% | 118 |
|
|
2022
Q4 | $2.43M | Sell |
58,492
-2,730
| -4% | -$114K | 0.11% | 122 |
|
|
2022
Q3 | $2.38M | Buy |
61,222
+3,355
| +6% | +$130K | 0.12% | 114 |
|
|
2022
Q2 | $2.36M | Sell |
57,867
-974
| -2% | -$39.7K | 0.12% | 113 |
|
|
2022
Q1 | $2.88M | Sell |
58,841
-1,829
| -3% | -$89.6K | 0.14% | 105 |
|
|
2021
Q4 | $3.14M | Hold |
60,670
| – | – | 0.16% | 97 |
|
|
2021
Q3 | $2.86M | Hold |
60,670
| – | – | 0.16% | 94 |
|
|
2021
Q2 | $2.86M | Buy |
+60,670
| New | +$2.86M | 0.17% | 88 |
|