Prestige Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$982K	Sell	13,854 -277	-2%	-$20.5K	0.19%	67
2025 Q4	$1.05M	Hold	14,131	–	–	0.2%	66
2025 Q3	$1.02M	Hold	14,131	–	–	0.2%	61
2025 Q2	$947K	Sell	14,131 -1,450	-9%	-$89.8K	0.19%	61
2025 Q1	$942K	Sell	15,581 -450	-3%	-$28.8K	0.2%	61
2024 Q4	$1.02M	Hold	16,031	–	–	0.21%	58
2024 Q3	$997K	Hold	16,031	–	–	0.21%	62
2024 Q2	$943K	Hold	16,031	–	–	0.2%	55
2024 Q1	$913K	Sell	16,031 -160	-1%	-$8.66K	0.2%	64
2023 Q4	$839K	Hold	16,191	–	–	0.19%	62
2023 Q3	$754K	Sell	16,191 -620	-4%	-$30K	0.19%	60
2023 Q2	$810K	Hold	16,811	–	–	0.19%	58
2023 Q1	$747K	Sell	16,811 -300	-2%	-$13K	0.19%	61
2022 Q4	$712K	Sell	17,111 -81	-0.5%	-$3.39K	0.19%	64
2022 Q3	$667K	Hold	17,192	–	–	0.19%	55
2022 Q2	$701K	Hold	17,192	–	–	0.19%	55
2022 Q1	$843K	Hold	17,192	–	–	0.21%	57
2021 Q4	$889K	Sell	17,192 -209	-1%	-$10.5K	0.21%	53
2021 Q3	$821K	Sell	17,401 -88	-0.5%	-$4.26K	0.21%	53
2021 Q2	$824K	Buy	+17,489	New	+$815K	0.22%	47