GWWM
Great Waters 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 | $160M | Buy |
2,390,540
+24,112
| +1% | +$1.62M | 20.84% | 1 |
|
|
2025
Q1 | $143M | Sell |
2,366,428
-144,638
| -6% | -$8.75M | 19.86% | 1 |
|
|
2024
Q4 | $160M | Buy |
2,511,066
+271,029
| +12% | +$17.3M | 20.54% | 1 |
|
|
2024
Q3 | $139M | Buy |
2,240,037
+257,467
| +13% | +$16M | 18.79% | 1 |
|
|
2024
Q2 | $117M | Buy |
1,982,570
+189,775
| +11% | +$11.2M | 17.82% | 1 |
|
|
2024
Q1 | $102M | Buy |
1,792,795
+112,655
| +7% | +$6.42M | 16.68% | 1 |
|
|
2023
Q4 | $85.6M | Buy |
1,680,140
+212,336
| +14% | +$10.8M | 15.19% | 1 |
|
|
2023
Q3 | $68.6M | Buy |
1,467,804
+188,231
| +15% | +$8.79M | 13.61% | 1 |
|
|
2023
Q2 | $61.6M | Buy |
1,279,573
+141,807
| +12% | +$6.83M | 12.25% | 2 |
|
|
2023
Q1 | $50.8M | Buy |
1,137,766
+152,828
| +16% | +$6.83M | 10.74% | 3 |
|
|
2022
Q4 | $42.9M | Buy |
+984,938
| New | +$42.9M | 9.24% | 4 |
|