IWN
Independent Wealth Network’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
69,438
+4,129
| +6% | +$277K | 1.69% | 9 |
|
|
2025
Q1 | $3.95M | Buy |
65,309
+3,863
| +6% | +$234K | 1.58% | 11 |
|
|
2024
Q4 | $3.92M | Buy |
61,446
+3,388
| +6% | +$216K | 1.59% | 11 |
|
|
2024
Q3 | $3.61M | Buy |
58,058
+3,982
| +7% | +$248K | 1.6% | 13 |
|
|
2024
Q2 | $3.18M | Buy |
54,076
+6,558
| +14% | +$386K | 1.48% | 14 |
|
|
2024
Q1 | $2.71M | Buy |
47,518
+5,655
| +14% | +$322K | 1.27% | 16 |
|
|
2023
Q4 | $2.17M | Sell |
41,863
-640
| -2% | -$33.2K | 1.14% | 18 |
|
|
2023
Q3 | $1.98M | Buy |
42,503
+587
| +1% | +$27.3K | 1.22% | 16 |
|
|
2023
Q2 | $2.02M | Buy |
41,916
+1,605
| +4% | +$77.3K | 1.21% | 15 |
|
|
2023
Q1 | $1.79M | Sell |
40,311
-30
| -0.1% | -$1.33K | 1.15% | 17 |
|
|
2022
Q4 | $1.68M | Buy |
40,341
+5,009
| +14% | +$208K | 1.15% | 18 |
|
|
2022
Q3 | $1.37M | Sell |
35,332
-631
| -2% | -$24.5K | 1.07% | 18 |
|
|
2022
Q2 | $1.47M | Buy |
35,963
+2,439
| +7% | +$99.4K | 1.05% | 19 |
|
|
2022
Q1 | $1.64M | Buy |
33,524
+4,188
| +14% | +$205K | 1.04% | 20 |
|
|
2021
Q4 | $1.52M | Buy |
29,336
+1,100
| +4% | +$56.9K | 0.93% | 24 |
|
|
2021
Q3 | $1.44M | Buy |
+28,236
| New | +$1.44M | 0.94% | 25 |
|