McGlone Suttner 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 | $235K | Hold |
3,502
| – | – | 0.04% | 175 |
|
|
2025
Q1 | $212K | Hold |
3,502
| – | – | 0.03% | 183 |
|
|
2024
Q4 | $223K | Hold |
3,502
| – | – | 0.04% | 163 |
|
|
2024
Q3 | $218K | Buy |
+3,502
| New | +$218K | 0.05% | 159 |
|
|
2024
Q1 | – | Sell |
-3,747
| Closed | -$194K | – | 321 |
|
|
2023
Q4 | $194K | Buy |
+3,747
| New | +$194K | 0.04% | 161 |
|
|
2023
Q3 | – | Sell |
-4,748
| Closed | -$229K | – | 145 |
|
|
2023
Q2 | $229K | Hold |
4,748
| – | – | 0.05% | 134 |
|
|
2023
Q1 | $211K | Buy |
+4,748
| New | +$211K | 0.05% | 137 |
|