MWC
MBM Wealth Consultants’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Hold |
20,831
| – | – | 0.37% | 41 |
|
|
2025
Q1 | $1.26M | Hold |
20,831
| – | – | 0.37% | 44 |
|
|
2024
Q4 | $1.33M | Hold |
20,831
| – | – | 0.39% | 41 |
|
|
2024
Q3 | $1.3M | Hold |
20,831
| – | – | 0.41% | 42 |
|
|
2024
Q2 | $1.25M | Hold |
20,831
| – | – | 0.43% | 39 |
|
|
2024
Q1 | $1.19M | Hold |
20,831
| – | – | 0.42% | 36 |
|
|
2023
Q4 | $1.11M | Hold |
20,831
| – | – | 0.42% | 34 |
|
|
2023
Q3 | $976K | Hold |
20,831
| – | – | 0.42% | 32 |
|
|
2023
Q2 | $1.01M | Hold |
20,831
| – | – | 0.43% | 31 |
|
|
2023
Q1 | $926K | Hold |
20,831
| – | – | 0.38% | 29 |
|
|
2022
Q4 | $863K | Hold |
20,831
| – | – | 0.4% | 29 |
|
|
2022
Q3 | $829K | Hold |
20,831
| – | – | 0.4% | 28 |
|
|
2022
Q2 | $849K | Hold |
20,831
| – | – | 0.42% | 28 |
|
|
2022
Q1 | $1.02M | Hold |
20,831
| – | – | 0.42% | 31 |
|
|
2021
Q4 | $1.08M | Hold |
20,831
| – | – | 0.45% | 30 |
|
|
2021
Q3 | $982K | Hold |
20,831
| – | – | 0.45% | 37 |
|
|
2021
Q2 | $982K | Buy |
+20,831
| New | +$982K | 0.46% | 35 |
|