RLWM
RF&L Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.84M | Buy |
146,748
+1,052
| +0.7% | +$70.5K | 6.34% | 3 |
|
|
2025
Q1 | $8.81M | Sell |
145,696
-735
| -0.5% | -$44.5K | 6.3% | 3 |
|
|
2024
Q4 | $9.33M | Sell |
146,431
-85
| -0.1% | -$5.42K | 6.6% | 3 |
|
|
2024
Q3 | $9.11M | Sell |
146,516
-300
| -0.2% | -$18.7K | 6.45% | 3 |
|
|
2024
Q2 | $8.64M | Sell |
146,816
-467
| -0.3% | -$27.5K | 6.57% | 3 |
|
|
2024
Q1 | $8.39M | Sell |
147,283
-500
| -0.3% | -$28.5K | 6.46% | 4 |
|
|
2023
Q4 | $7.66M | Sell |
147,783
-3,430
| -2% | -$178K | 6.37% | 4 |
|
|
2023
Q3 | $7.04M | Buy |
151,213
+2,449
| +2% | +$114K | 6.54% | 4 |
|
|
2023
Q2 | $7.16M | Sell |
148,764
-3,176
| -2% | -$153K | 6.54% | 4 |
|
|
2023
Q1 | $6.75M | Sell |
151,940
-1,528
| -1% | -$67.9K | 6.54% | 4 |
|
|
2022
Q4 | $6.39M | Buy |
+153,468
| New | +$6.39M | 6.58% | 4 |
|