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
2025
Q3
$1.02M Hold
2025
Q2
$947K Sell
2025
Q1
$942K Sell
2024
Q4
$1.02M Hold
2024
Q3
$997K Hold
2024
Q2
$943K Hold
2024
Q1
$913K Sell
2023
Q4
$839K Hold
2023
Q3
$754K Sell
2023
Q2
$810K Hold
2023
Q1
$747K Sell
2022
Q4
$712K Sell
2022
Q3
$667K Hold
2022
Q2
$701K Hold
2022
Q1
$843K Hold
2021
Q4
$889K Sell
2021
Q3
$821K Sell
2021
Q2
$824K Buy