Innovative Wealth Building’s Dimensional US Equity ETF DFUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.53M	Sell	97,411 -12,444	-11%	-$834K	5.41%	3
2025 Q1	$6.64M	Sell	109,855 -3,082	-3%	-$186K	6.12%	2
2024 Q4	$7.2M	Buy	+112,937	New	+$7.2M	6.51%	2