LGWM
Litman Gregory 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 | $602K | Hold |
8,980
| – | – | 0.05% | 84 |
|
|
2025
Q1 | $543K | Hold |
8,980
| – | – | 0.05% | 83 |
|
|
2024
Q4 | $572K | Hold |
8,980
| – | – | 0.05% | 77 |
|
|
2024
Q3 | $559K | Hold |
8,980
| – | – | 0.05% | 81 |
|
|
2024
Q2 | $528K | Hold |
8,980
| – | – | 0.05% | 83 |
|
|
2024
Q1 | $512K | Hold |
8,980
| – | – | 0.05% | 84 |
|
|
2023
Q4 | $465K | Buy |
+8,980
| New | +$465K | 0.04% | 86 |
|