MWPCG
Measured Wealth Private Client Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
13,559
-1,461
| -10% | -$97.9K | 0.27% | 52 |
|
|
2025
Q1 | $908K | Sell |
15,020
-94
| -0.6% | -$5.69K | 0.29% | 46 |
|
|
2024
Q4 | $964K | Sell |
15,114
-98
| -0.6% | -$6.25K | 0.31% | 43 |
|
|
2024
Q3 | $946K | Sell |
15,212
-1,566
| -9% | -$97.4K | 0.32% | 46 |
|
|
2024
Q2 | $987K | Sell |
16,778
-1,723
| -9% | -$101K | 0.35% | 37 |
|
|
2024
Q1 | $1.05M | Sell |
18,501
-187
| -1% | -$10.7K | 0.37% | 35 |
|
|
2023
Q4 | $969K | Sell |
18,688
-71
| -0.4% | -$3.68K | 0.36% | 37 |
|
|
2023
Q3 | $873K | Sell |
18,759
-104
| -0.6% | -$4.84K | 0.35% | 42 |
|
|
2023
Q2 | $908K | Hold |
18,863
| – | – | 0.35% | 37 |
|
|
2023
Q1 | $838K | Hold |
18,863
| – | – | 0.32% | 41 |
|
|
2022
Q4 | $785K | Sell |
18,863
-212
| -1% | -$8.82K | 0.32% | 42 |
|
|
2022
Q3 | $740K | Hold |
19,075
| – | – | 0.33% | 42 |
|
|
2022
Q2 | $777K | Buy |
+19,075
| New | +$777K | 0.34% | 41 |
|
|
2022
Q1 | – | Sell |
-18,550
| Closed | -$959K | – | 181 |
|
|
2021
Q4 | $959K | Sell |
18,550
-30
| -0.2% | -$1.55K | 0.34% | 45 |
|
|
2021
Q3 | $876K | Hold |
18,580
| – | – | 0.34% | 45 |
|
|
2021
Q2 | $876K | Buy |
+18,580
| New | +$876K | 0.28% | 56 |
|