GWA
Geometric 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 | $662K | Hold |
9,885
| – | – | 0.1% | 34 |
|
|
2025
Q1 | $598K | Hold |
9,885
| – | – | 0.1% | 37 |
|
|
2024
Q4 | $630K | Hold |
9,885
| – | – | 0.11% | 35 |
|
|
2024
Q3 | $615K | Hold |
9,885
| – | – | 0.11% | 34 |
|
|
2024
Q2 | $582K | Hold |
9,885
| – | – | 0.12% | 33 |
|
|
2024
Q1 | $563K | Hold |
9,885
| – | – | 0.13% | 21 |
|
|
2023
Q4 | $512K | Hold |
9,885
| – | – | 0.14% | 20 |
|
|
2023
Q3 | $460K | Hold |
9,885
| – | – | 0.14% | 19 |
|
|
2023
Q2 | $483K | Hold |
9,885
| – | – | 0.15% | 20 |
|
|
2023
Q1 | $441K | Hold |
9,885
| – | – | 0.15% | 19 |
|
|
2022
Q4 | $411K | Hold |
9,885
| – | – | 0.17% | 16 |
|
|
2022
Q3 | $384K | Hold |
9,885
| – | – | 0.18% | 16 |
|
|
2022
Q2 | $403K | Buy |
+9,885
| New | +$403K | 0.2% | 19 |
|
|
2022
Q1 | – | Sell |
-9,885
| Closed | -$511K | – | 34 |
|
|
2021
Q4 | $511K | Buy |
+9,885
| New | +$511K | 0.24% | 12 |
|