PWM
PBMares 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 | $61.1M | Buy |
911,954
+95,254
| +12% | +$6.38M | 11.18% | 1 |
|
|
2025
Q1 | $49.4M | Buy |
816,700
+69,187
| +9% | +$4.18M | 9.89% | 1 |
|
|
2024
Q4 | $47.7M | Buy |
747,513
+60,779
| +9% | +$3.87M | 9.74% | 1 |
|
|
2024
Q3 | $42.7M | Buy |
686,734
+443,291
| +182% | +$27.6M | 8.92% | 1 |
|
|
2024
Q2 | $14.3M | Buy |
243,443
+7,515
| +3% | +$442K | 3.52% | 8 |
|
|
2024
Q1 | $13.4M | Sell |
235,928
-775
| -0.3% | -$44.2K | 3.5% | 7 |
|
|
2023
Q4 | $12.3M | Buy |
236,703
+5,280
| +2% | +$274K | 3.68% | 7 |
|
|
2023
Q3 | $10.8M | Sell |
231,423
-6,491
| -3% | -$302K | 3.88% | 7 |
|
|
2023
Q2 | $11.5M | Sell |
237,914
-20,472
| -8% | -$986K | 4.1% | 6 |
|
|
2023
Q1 | $11.5M | Sell |
258,386
-1,512
| -0.6% | -$67.2K | 4.27% | 5 |
|
|
2022
Q4 | $10.8M | Buy |
259,898
+4,124
| +2% | +$172K | 4.38% | 6 |
|
|
2022
Q3 | $9.93M | Sell |
255,774
-729
| -0.3% | -$28.3K | 4.33% | 5 |
|
|
2022
Q2 | $10.5M | Buy |
+256,503
| New | +$10.5M | 4.48% | 6 |
|
|
2022
Q1 | – | Sell |
-187,768
| Closed | -$9.71M | – | 160 |
|
|
2021
Q4 | $9.71M | Sell |
187,768
-3,632
| -2% | -$188K | 4.1% | 5 |
|
|
2021
Q3 | $9.03M | Sell |
191,400
-4,666
| -2% | -$220K | 4.3% | 5 |
|
|
2021
Q2 | $9.24M | Buy |
+196,066
| New | +$9.24M | 5.03% | 3 |
|