PWPS
Pinnacle Wealth Planning Services’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
44,921
-1,212
| -3% | -$81.2K | 0.4% | 35 |
|
|
2025
Q1 | $2.79M | Hold |
46,133
| – | – | 0.42% | 33 |
|
|
2024
Q4 | $2.94M | Buy |
46,133
+831
| +2% | +$53K | 0.44% | 34 |
|
|
2024
Q3 | $2.82M | Sell |
45,302
-9,352
| -17% | -$582K | 0.38% | 40 |
|
|
2024
Q2 | $3.22M | Hold |
54,654
| – | – | 0.46% | 35 |
|
|
2024
Q1 | $3.11M | Sell |
54,654
-2,247
| -4% | -$128K | 0.46% | 35 |
|
|
2023
Q4 | $2.95M | Buy |
56,901
+580
| +1% | +$30.1K | 0.46% | 35 |
|
|
2023
Q3 | $2.62M | Hold |
56,321
| – | – | 0.43% | 38 |
|
|
2023
Q2 | $2.71M | Sell |
56,321
-13,396
| -19% | -$645K | 0.44% | 38 |
|
|
2023
Q1 | $3.1M | Buy |
69,717
+462
| +0.7% | +$20.5K | 0.51% | 33 |
|
|
2022
Q4 | $2.88M | Buy |
69,255
+11,297
| +19% | +$470K | 0.51% | 37 |
|
|
2022
Q3 | $2.25M | Hold |
57,958
| – | – | 0.42% | 40 |
|
|
2022
Q2 | $2.36M | Sell |
57,958
-2,224
| -4% | -$90.6K | 0.42% | 41 |
|
|
2022
Q1 | $2.95M | Sell |
60,182
-6,165
| -9% | -$302K | 0.54% | 34 |
|
|
2021
Q4 | $3.43M | Hold |
66,347
| – | – | 0.67% | 27 |
|
|
2021
Q3 | $3.13M | Sell |
66,347
-1,439
| -2% | -$67.9K | 0.69% | 27 |
|
|
2021
Q2 | $3.19M | Buy |
+67,786
| New | +$3.19M | 0.74% | 23 |
|