Northwestern Mutual Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.69M | Buy |
99,759
+390
| +0.4% | +$26.1K | ﹤0.01% | 608 |
|
2025
Q1 | $6.01M | Sell |
99,369
-774
| -0.8% | -$46.8K | ﹤0.01% | 610 |
|
2024
Q4 | $6.38M | Buy |
100,143
+2,113
| +2% | +$135K | 0.01% | 556 |
|
2024
Q3 | $6.1M | Buy |
98,030
+500
| +0.5% | +$31.1K | 0.01% | 573 |
|
2024
Q2 | $5.74M | Sell |
97,530
-23,610
| -19% | -$1.39M | 0.01% | 559 |
|
2024
Q1 | $6.9M | Sell |
121,140
-21,550
| -15% | -$1.23M | 0.01% | 498 |
|
2023
Q4 | $7.4M | Buy |
142,690
+17,562
| +14% | +$910K | 0.01% | 445 |
|
2023
Q3 | $5.82M | Buy |
125,128
+16,487
| +15% | +$767K | 0.01% | 477 |
|
2023
Q2 | $5.23M | Sell |
108,641
-1,985
| -2% | -$95.6K | 0.01% | 491 |
|
2023
Q1 | $4.92M | Buy |
110,626
+24,800
| +29% | +$1.1M | 0.01% | 488 |
|
2022
Q4 | $3.57M | Buy |
85,826
+58,211
| +211% | +$2.42M | 0.01% | 534 |
|
2022
Q3 | $1.07M | Sell |
27,615
-16,612
| -38% | -$645K | ﹤0.01% | 802 |
|
2022
Q2 | $1.8M | Buy |
44,227
+19,134
| +76% | +$780K | ﹤0.01% | 647 |
|
2022
Q1 | $1.23M | Buy |
25,093
+260
| +1% | +$12.7K | ﹤0.01% | 782 |
|
2021
Q4 | $1.28M | Buy |
24,833
+1,117
| +5% | +$57.7K | ﹤0.01% | 748 |
|
2021
Q3 | $1.12M | Buy |
23,716
+4,317
| +22% | +$204K | ﹤0.01% | 726 |
|
2021
Q2 | $914K | Buy |
+19,399
| New | +$914K | ﹤0.01% | 787 |
|