LWM
Lodestone 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 | $3.18M | Sell |
47,447
-50
| -0.1% | -$3.35K | 1.55% | 18 |
|
|
2025
Q1 | $2.87M | Sell |
47,497
-876
| -2% | -$53K | 1.53% | 17 |
|
|
2024
Q4 | $3.08M | Sell |
48,373
-143
| -0.3% | -$9.12K | 1.55% | 18 |
|
|
2024
Q3 | $3.02M | Buy |
48,516
+12,847
| +36% | +$799K | 1.51% | 21 |
|
|
2024
Q2 | $2.1M | Buy |
35,669
+1,153
| +3% | +$67.9K | 1.11% | 32 |
|
|
2024
Q1 | $1.97M | Buy |
34,516
+2,286
| +7% | +$130K | 1.03% | 38 |
|
|
2023
Q4 | $1.67M | Buy |
32,230
+1,838
| +6% | +$95.3K | 0.97% | 39 |
|
|
2023
Q3 | $1.41M | Buy |
+30,392
| New | +$1.41M | 0.99% | 40 |
|
|
2023
Q2 | – | Sell |
-7,152
| Closed | -$318K | – | 129 |
|
|
2023
Q1 | $318K | Buy |
7,152
+1,549
| +28% | +$68.8K | 0.24% | 100 |
|
|
2022
Q4 | $233K | Buy |
+5,603
| New | +$233K | 0.19% | 111 |
|