SWA
SFMG 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 | $682K | Sell |
10,178
-115
| -1% | -$7.71K | 0.05% | 124 |
|
|
2025
Q1 | $623K | Buy |
10,293
+2
| +0% | +$121 | 0.05% | 131 |
|
|
2024
Q4 | $656K | Sell |
10,291
-102
| -1% | -$6.5K | 0.05% | 124 |
|
|
2024
Q3 | $646K | Sell |
10,393
-135
| -1% | -$8.4K | 0.05% | 121 |
|
|
2024
Q2 | $620K | Buy |
10,528
+3
| +0% | +$177 | 0.05% | 116 |
|
|
2024
Q1 | $600K | Buy |
10,525
+2
| +0% | +$114 | 0.05% | 123 |
|
|
2023
Q4 | $545K | Sell |
10,523
-93
| -0.9% | -$4.82K | 0.05% | 127 |
|
|
2023
Q3 | $494K | Buy |
10,616
+4
| +0% | +$186 | 0.05% | 131 |
|
|
2023
Q2 | $511K | Sell |
10,612
-109
| -1% | -$5.25K | 0.05% | 123 |
|
|
2023
Q1 | $476K | Buy |
10,721
+4
| +0% | +$178 | 0.05% | 131 |
|
|
2022
Q4 | $446K | Buy |
10,717
+5
| +0% | +$208 | 0.05% | 144 |
|
|
2022
Q3 | $416K | Sell |
10,712
-114
| -1% | -$4.43K | 0.05% | 136 |
|
|
2022
Q2 | $441K | Buy |
10,826
+4
| +0% | +$163 | 0.05% | 137 |
|
|
2022
Q1 | $530K | Buy |
10,822
+3
| +0% | +$147 | 0.05% | 137 |
|
|
2021
Q4 | $559K | Sell |
10,819
-794
| -7% | -$41K | 0.05% | 139 |
|
|
2021
Q3 | $548K | Sell |
11,613
-199
| -2% | -$9.39K | 0.06% | 136 |
|
|
2021
Q2 | $557K | Buy |
+11,812
| New | +$557K | 0.06% | 138 |
|