MRWM
ML&R Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $126M | Sell |
2,216,646
-125,564
| -5% | -$7.15M | 29.02% | 1 |
|
|
2023
Q4 | $121M | Buy |
2,342,210
+27,398
| +1% | +$1.42M | 27.49% | 1 |
|
|
2023
Q3 | $108M | Sell |
2,314,812
-4,645
| -0.2% | -$216K | 28.14% | 1 |
|
|
2023
Q2 | $112M | Sell |
2,319,457
-21,724
| -0.9% | -$1.05M | 24.64% | 1 |
|
|
2023
Q1 | $104M | Buy |
2,341,181
+140,962
| +6% | +$6.26M | 27.82% | 1 |
|
|
2022
Q4 | $91.6M | Buy |
2,200,219
+39,707
| +2% | +$1.65M | 27.36% | 1 |
|
|
2022
Q3 | $83.9M | Buy |
2,160,512
+168,361
| +8% | +$6.54M | 28.36% | 1 |
|
|
2022
Q2 | $81.2M | Sell |
1,992,151
-145,450
| -7% | -$5.93M | 36.5% | 1 |
|
|
2022
Q1 | $105M | Buy |
2,137,601
+6,944
| +0.3% | +$340K | 38.7% | 1 |
|
|
2021
Q4 | $110M | Buy |
+2,130,657
| New | +$110M | 40.94% | 1 |
|