FMWA
Forvis Mazars Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
3,509
| – | – | 0.01% | 380 |
|
|
2025
Q1 | $212K | Hold |
3,509
| – | – | 0.01% | 378 |
|
|
2024
Q4 | $224K | Hold |
3,509
| – | – | 0.01% | 408 |
|
|
2024
Q3 | $218K | Sell |
3,509
-4
| -0.1% | -$249 | 0.01% | 415 |
|
|
2024
Q2 | $207K | Hold |
3,513
| – | – | 0.01% | 390 |
|
|
2024
Q1 | $200K | Buy |
+3,513
| New | +$200K | 0.01% | 387 |
|
|
2022
Q4 | – | Sell |
-6,281
| Closed | -$244K | – | 391 |
|
|
2022
Q3 | $244K | Hold |
6,281
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $256K | Buy |
+6,281
| New | +$256K | 0.01% | 345 |
|