GWM
GSB 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 | $426K | Hold |
6,353
| – | – | 0.1% | 153 |
|
|
2025
Q1 | $384K | Hold |
6,353
| – | – | 0.1% | 153 |
|
|
2024
Q4 | $405K | Hold |
6,353
| – | – | 0.1% | 151 |
|
|
2024
Q3 | $395K | Sell |
6,353
-60
| -0.9% | -$3.73K | 0.1% | 154 |
|
|
2024
Q2 | $377K | Sell |
6,413
-100
| -2% | -$5.89K | 0.1% | 158 |
|
|
2024
Q1 | $371K | Hold |
6,513
| – | – | 0.1% | 159 |
|
|
2023
Q4 | $338K | Hold |
6,513
| – | – | 0.1% | 157 |
|
|
2023
Q3 | $303K | Hold |
6,513
| – | – | 0.1% | 158 |
|
|
2023
Q2 | $314K | Hold |
6,513
| – | – | 0.1% | 161 |
|
|
2023
Q1 | $289K | Hold |
6,513
| – | – | 0.09% | 168 |
|
|
2022
Q4 | $271K | Hold |
6,513
| – | – | 0.1% | 168 |
|
|
2022
Q3 | $253K | Hold |
6,513
| – | – | 0.09% | 180 |
|
|
2022
Q2 | $265K | Hold |
6,513
| – | – | 0.09% | 184 |
|
|
2022
Q1 | $319K | Hold |
6,513
| – | – | 0.09% | 181 |
|
|
2021
Q4 | $337K | Hold |
6,513
| – | – | 0.1% | 178 |
|
|
2021
Q3 | $307K | Sell |
6,513
-127
| -2% | -$5.99K | 0.16% | 124 |
|
|
2021
Q2 | $313K | Buy |
+6,640
| New | +$313K | 0.1% | 180 |
|