SWP
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Sagespring Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Sagespring Wealth Partners’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$390K Buy
5,819
+525
+10% +$35.2K 0.01% 504
2025
Q1 		$320K Sell
5,294
-180
-3% -$10.9K 0.01% 495
2024
Q4 		$349K Buy
+5,474
New +$349K 0.01% 434