SWA
Sax Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230M | Buy |
3,425,092
+26,044
| +0.8% | +$1.75M | 13.86% | 1 |
|
|
2025
Q1 | $206M | Buy |
3,399,048
+129,235
| +4% | +$7.82M | 14.71% | 1 |
|
|
2024
Q4 | $208M | Buy |
3,269,813
+54,532
| +2% | +$3.48M | 16.31% | 1 |
|
|
2024
Q3 | $200M | Buy |
3,215,281
+109,758
| +4% | +$6.83M | 17.83% | 1 |
|
|
2024
Q2 | $183M | Buy |
3,105,523
+356,613
| +13% | +$21M | 17.41% | 1 |
|
|
2024
Q1 | $157M | Buy |
2,748,910
+1,960,422
| +249% | +$112M | 18.3% | 1 |
|
|
2023
Q4 | $40.9M | Buy |
788,488
+152,371
| +24% | +$7.9M | 6.67% | 2 |
|
|
2023
Q3 | $29.6M | Buy |
636,117
+70,067
| +12% | +$3.26M | 5.83% | 3 |
|
|
2023
Q2 | $27.3M | Buy |
566,050
+28,340
| +5% | +$1.36M | 5.43% | 3 |
|
|
2023
Q1 | $23.9M | Sell |
537,710
-807
| -0.1% | -$35.9K | 5.19% | 5 |
|
|
2022
Q4 | $22.4M | Sell |
538,517
-31,671
| -6% | -$1.32M | 5.17% | 5 |
|
|
2022
Q3 | $22.1M | Sell |
570,188
-74
| -0% | -$2.87K | 5.7% | 4 |
|
|
2022
Q2 | $23.2M | Buy |
570,262
+16,278
| +3% | +$663K | 5.91% | 4 |
|
|
2022
Q1 | $27.2M | Sell |
553,984
-17,878
| -3% | -$876K | 6.57% | 3 |
|
|
2021
Q4 | $29.6M | Sell |
571,862
-2,388
| -0.4% | -$123K | 6.16% | 3 |
|
|
2021
Q3 | $27.1M | Buy |
+574,250
| New | +$27.1M | 6.43% | 3 |
|