Sound View Wealth Advisors 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 | $634K | Hold |
9,462
| – | – | 0.05% | 243 |
|
|
2025
Q1 | $572K | Hold |
9,462
| – | – | 0.05% | 238 |
|
|
2024
Q4 | $603K | Hold |
9,462
| – | – | 0.05% | 237 |
|
|
2024
Q3 | $589K | Hold |
9,462
| – | – | 0.05% | 239 |
|
|
2024
Q2 | $557K | Hold |
9,462
| – | – | 0.06% | 226 |
|
|
2024
Q1 | $539K | Hold |
9,462
| – | – | 0.06% | 229 |
|
|
2023
Q4 | $490K | Hold |
9,462
| – | – | 0.05% | 237 |
|
|
2023
Q3 | $440K | Hold |
9,462
| – | – | 0.05% | 238 |
|
|
2023
Q2 | $456K | Hold |
9,462
| – | – | 0.06% | 230 |
|
|
2023
Q1 | $420K | Hold |
9,462
| – | – | 0.06% | 237 |
|
|
2022
Q4 | $490K | Buy |
+9,462
| New | +$490K | 0.05% | 237 |
|