MWA
Midland Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
9,676
-51
| -0.5% | -$3.42K | 0.04% | 100 |
|
|
2025
Q1 | $588K | Sell |
9,727
-154
| -2% | -$9.31K | 0.03% | 119 |
|
|
2024
Q4 | $630K | Buy |
9,881
+30
| +0.3% | +$1.91K | 0.04% | 117 |
|
|
2024
Q3 | $613K | Sell |
9,851
-144
| -1% | -$8.96K | 0.04% | 123 |
|
|
2024
Q2 | $588K | Sell |
9,995
-526
| -5% | -$31K | 0.03% | 126 |
|
|
2024
Q1 | $600K | Sell |
10,521
-130
| -1% | -$7.41K | 0.04% | 123 |
|
|
2023
Q4 | $552K | Buy |
+10,651
| New | +$552K | 0.04% | 127 |
|