IHT 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 | $1.34M | Buy |
19,966
+39
| +0.2% | +$2.61K | 0.04% | 424 |
|
2025
Q1 | $1.21M | Sell |
19,927
-204
| -1% | -$12.3K | 0.04% | 424 |
|
2024
Q4 | $1.28M | Sell |
20,131
-1,524
| -7% | -$97.2K | 0.04% | 372 |
|
2024
Q3 | $1.35M | Buy |
21,655
+1,609
| +8% | +$100K | 0.04% | 418 |
|
2024
Q2 | $1.18M | Buy |
20,046
+1,767
| +10% | +$104K | 0.04% | 381 |
|
2024
Q1 | $1.04M | Buy |
18,279
+1
| +0% | +$57 | 0.04% | 412 |
|
2023
Q4 | $947K | Buy |
18,278
+62
| +0.3% | +$3.21K | 0.04% | 404 |
|
2023
Q3 | $848K | Buy |
18,216
+47
| +0.3% | +$2.19K | 0.04% | 397 |
|
2023
Q2 | $875K | Buy |
18,169
+47
| +0.3% | +$2.26K | 0.05% | 373 |
|
2023
Q1 | $805K | Buy |
18,122
+53
| +0.3% | +$2.36K | 0.05% | 356 |
|
2022
Q4 | $752K | Buy |
18,069
+79
| +0.4% | +$3.29K | 0.05% | 366 |
|
2022
Q3 | $698K | Buy |
17,990
+67
| +0.4% | +$2.6K | 0.05% | 362 |
|
2022
Q2 | $730K | Buy |
+17,923
| New | +$730K | 0.06% | 293 |
|
2022
Q1 | – | Sell |
-17,861
| Closed | -$923K | – | 790 |
|
2021
Q4 | $923K | Buy |
17,861
+51
| +0.3% | +$2.64K | 0.07% | 282 |
|
2021
Q3 | $840K | Buy |
17,810
+36
| +0.2% | +$1.7K | 0.07% | 283 |
|
2021
Q2 | $838K | Buy |
+17,774
| New | +$838K | 0.05% | 366 |
|