PWM
Penobscot 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 | $437K | Hold |
6,519
| – | – | 0.16% | 62 |
|
|
2025
Q1 | $394K | Hold |
6,519
| – | – | 0.17% | 59 |
|
|
2024
Q4 | $416K | Hold |
6,519
| – | – | 0.19% | 52 |
|
|
2024
Q3 | $405K | Hold |
6,519
| – | – | 0.22% | 50 |
|
|
2024
Q2 | $391K | Hold |
6,519
| – | – | 0.23% | 48 |
|
|
2024
Q1 | $371K | Hold |
6,519
| – | – | 0.23% | 48 |
|
|
2023
Q4 | $338K | Buy |
+6,519
| New | +$338K | 0.23% | 54 |
|