SW
Simplicity Wealth’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
38,996
+11,431
| +41% | +$766K | 0.11% | 181 |
|
|
2025
Q1 | $1.67M | Buy |
27,565
+23,509
| +580% | +$1.42M | 0.13% | 178 |
|
|
2024
Q4 | $259K | Sell |
4,056
-26,220
| -87% | -$1.67M | 0.05% | 257 |
|
|
2024
Q3 | $1.88M | Sell |
30,276
-2,427
| -7% | -$151K | 0.17% | 115 |
|
|
2024
Q2 | $1.92M | Buy |
32,703
+18,584
| +132% | +$1.09M | 0.04% | 361 |
|
|
2024
Q1 | $805K | Buy |
+14,119
| New | +$805K | 0.02% | 582 |
|
|
2023
Q4 | – | Sell |
-4,940
| Closed | -$230K | – | 184 |
|
|
2023
Q3 | $230K | Buy |
+4,940
| New | +$230K | 0.13% | 80 |
|
|
2023
Q1 | – | Sell |
-5,179
| Closed | -$216K | – | 71 |
|
|
2022
Q4 | $216K | Buy |
+5,179
| New | +$216K | 0.19% | 63 |
|