PWMG
Private Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
186,676
-18,530
| -9% | -$1.24M | 4.16% | 7 |
|
|
2025
Q1 | $12.4M | Buy |
205,206
+7,735
| +4% | +$468K | 4.58% | 6 |
|
|
2024
Q4 | $12.6M | Sell |
197,471
-1,510
| -0.8% | -$96.3K | 4.82% | 5 |
|
|
2024
Q3 | $12.4M | Sell |
198,981
-820
| -0.4% | -$51K | 4.89% | 6 |
|
|
2024
Q2 | $11.8M | Buy |
199,801
+12,417
| +7% | +$731K | 5.09% | 5 |
|
|
2024
Q1 | $10.7M | Sell |
187,384
-2,923
| -2% | -$167K | 4.84% | 7 |
|
|
2023
Q4 | $9.86M | Buy |
+190,307
| New | +$9.86M | 4.85% | 7 |
|