KSWA
Kathleen S. Wright Associates’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
49,514
-547
| -1% | -$36.7K | 1.3% | 19 |
|
|
2025
Q1 | $3.03M | Buy |
50,061
+1,516
| +3% | +$91.7K | 1.25% | 19 |
|
|
2024
Q4 | $3.09M | Buy |
48,545
+4,480
| +10% | +$286K | 1.29% | 19 |
|
|
2024
Q3 | $2.74M | Buy |
44,065
+908
| +2% | +$56.5K | 1.13% | 20 |
|
|
2024
Q2 | $2.54M | Buy |
43,157
+18,605
| +76% | +$1.09M | 1.17% | 21 |
|
|
2024
Q1 | $1.4M | Buy |
24,552
+14,277
| +139% | +$814K | 0.66% | 37 |
|
|
2023
Q4 | $533K | Buy |
10,275
+9,485
| +1,201% | +$492K | 0.27% | 66 |
|
|
2023
Q3 | $36.8K | Buy |
+790
| New | +$36.8K | 0.02% | 126 |
|