Prestige Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Sell |
14,131
-1,450
| -9% | -$97.2K | 0.19% | 61 |
|
|
2025
Q1 | $942K | Sell |
15,581
-450
| -3% | -$27.2K | 0.2% | 61 |
|
|
2024
Q4 | $1.02M | Hold |
16,031
| – | – | 0.21% | 58 |
|
|
2024
Q3 | $997K | Hold |
16,031
| – | – | 0.21% | 61 |
|
|
2024
Q2 | $943K | Hold |
16,031
| – | – | 0.2% | 55 |
|
|
2024
Q1 | $913K | Sell |
16,031
-160
| -1% | -$9.12K | 0.2% | 64 |
|
|
2023
Q4 | $839K | Hold |
16,191
| – | – | 0.19% | 62 |
|
|
2023
Q3 | $754K | Sell |
16,191
-620
| -4% | -$28.9K | 0.19% | 60 |
|
|
2023
Q2 | $810K | Hold |
16,811
| – | – | 0.19% | 58 |
|
|
2023
Q1 | $747K | Sell |
16,811
-300
| -2% | -$13.3K | 0.19% | 61 |
|
|
2022
Q4 | $712K | Sell |
17,111
-81
| -0.5% | -$3.37K | 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% | -$10.8K | 0.21% | 53 |
|
|
2021
Q3 | $821K | Sell |
17,401
-88
| -0.5% | -$4.15K | 0.21% | 53 |
|
|
2021
Q2 | $824K | Buy |
+17,489
| New | +$824K | 0.22% | 47 |
|