LWM
LJI 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 | $3.87M | Buy |
57,815
+14,179
| +32% | +$950K | 0.67% | 21 |
|
|
2025
Q1 | $2.64M | Buy |
43,636
+19,829
| +83% | +$1.2M | 0.53% | 25 |
|
|
2024
Q4 | $1.52M | Buy |
23,807
+14,209
| +148% | +$906K | 0.3% | 40 |
|
|
2024
Q3 | $597K | Buy |
+9,598
| New | +$597K | 0.12% | 87 |
|