SVWG
Shared Vision Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
7,290
| – | – | 0.25% | 48 |
|
|
2025
Q1 | $441K | Hold |
7,290
| – | – | 0.24% | 49 |
|
|
2024
Q4 | $465K | Hold |
7,290
| – | – | 0.24% | 47 |
|
|
2024
Q3 | $453K | Hold |
7,290
| – | – | 0.24% | 47 |
|
|
2024
Q2 | $429K | Hold |
7,290
| – | – | 0.25% | 51 |
|
|
2024
Q1 | $415K | Hold |
7,290
| – | – | 0.26% | 52 |
|
|
2023
Q4 | $378K | Buy |
+7,290
| New | +$378K | 0.25% | 51 |
|