RWM
Ruedi 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 | $18.8M | Sell |
280,262
-8,641
| -3% | -$579K | 5.57% | 4 |
|
|
2025
Q1 | $17.5M | Buy |
288,903
+2,846
| +1% | +$172K | 5.47% | 4 |
|
|
2024
Q4 | $18.2M | Buy |
286,057
+11,983
| +4% | +$764K | 5.76% | 4 |
|
|
2024
Q3 | $17M | Buy |
274,074
+2,694
| +1% | +$168K | 5.85% | 4 |
|
|
2024
Q2 | $16M | Buy |
271,380
+9,972
| +4% | +$587K | 6.29% | 3 |
|
|
2024
Q1 | $14.9M | Sell |
261,408
-5,891
| -2% | -$336K | 6.27% | 4 |
|
|
2023
Q4 | $13.9M | Buy |
267,299
+5,109
| +2% | +$265K | 6.54% | 4 |
|
|
2023
Q3 | $12.2M | Sell |
262,190
-2,137
| -0.8% | -$99.5K | 6.99% | 4 |
|
|
2023
Q2 | $12.7M | Sell |
264,327
-4,886
| -2% | -$235K | 7.48% | 4 |
|
|
2023
Q1 | $12M | Buy |
269,213
+1,293
| +0.5% | +$57.4K | 7.68% | 3 |
|
|
2022
Q4 | $11.1M | Buy |
+267,920
| New | +$11.1M | 7.86% | 3 |
|