FWM
Focused 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 | $336K | Buy |
5,010
+14
| +0.3% | +$938 | 0.04% | 116 |
|
|
2025
Q1 | $302K | Buy |
4,996
+11
| +0.2% | +$665 | 0.04% | 119 |
|
|
2024
Q4 | $318K | Buy |
4,985
+18
| +0.4% | +$1.15K | 0.04% | 114 |
|
|
2024
Q3 | $309K | Buy |
4,967
+12
| +0.2% | +$746 | 0.04% | 136 |
|
|
2024
Q2 | $292K | Sell |
4,955
-21
| -0.4% | -$1.24K | 0.04% | 115 |
|
|
2024
Q1 | $284K | Sell |
4,976
-355
| -7% | -$20.2K | 0.04% | 118 |
|
|
2023
Q4 | $276K | Hold |
5,331
| – | – | 0.05% | 111 |
|
|
2023
Q3 | $248K | Hold |
5,331
| – | – | 0.04% | 120 |
|
|
2023
Q2 | $257K | Hold |
5,331
| – | – | 0.05% | 124 |
|
|
2023
Q1 | $237K | Hold |
5,331
| – | – | 0.05% | 132 |
|
|
2022
Q4 | $222K | Buy |
+5,331
| New | +$222K | 0.05% | 126 |
|