RWM
Revisor Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,820
| Closed | -$589K | – | 167 |
|
2024
Q1 | $589K | Buy |
+10,820
| New | +$589K | 0.27% | 99 |
|
2023
Q4 | – | Sell |
-8,115
| Closed | -$378K | – | 141 |
|
2023
Q3 | $378K | Hold |
8,115
| – | – | 0.32% | 73 |
|
2023
Q2 | $391K | Hold |
8,115
| – | – | 0.35% | 68 |
|
2023
Q1 | $361K | Buy |
+8,115
| New | +$361K | 0.33% | 75 |
|