SWM
Seaside 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 | $736K | Hold |
10,987
| – | – | 0.23% | 30 |
|
|
2025
Q1 | $664K | Sell |
10,987
-600
| -5% | -$36.3K | 0.24% | 29 |
|
|
2024
Q4 | $739K | Hold |
11,587
| – | – | 0.27% | 27 |
|
|
2024
Q3 | $721K | Hold |
11,587
| – | – | 0.27% | 28 |
|
|
2024
Q2 | $682K | Hold |
11,587
| – | – | 0.28% | 27 |
|
|
2024
Q1 | $660K | Hold |
11,587
| – | – | 0.28% | 28 |
|
|
2023
Q4 | $601K | Hold |
11,587
| – | – | 0.27% | 27 |
|
|
2023
Q3 | $539K | Hold |
11,587
| – | – | 0.27% | 28 |
|
|
2023
Q2 | $558K | Hold |
11,587
| – | – | 0.29% | 28 |
|
|
2023
Q1 | $515K | Hold |
11,587
| – | – | 0.31% | 27 |
|
|
2022
Q4 | $482K | Hold |
11,587
| – | – | 0.32% | 27 |
|
|
2022
Q3 | $487K | Hold |
11,587
| – | – | 0.34% | 28 |
|
|
2022
Q2 | $516K | Buy |
+11,587
| New | +$516K | 0.39% | 25 |
|