SWM
Sterling 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 | $3.27M | Buy |
+48,842
| New | +$3.27M | 1.12% | 21 |
|
|
2024
Q4 | $3.2M | Buy |
50,209
+136
| +0.3% | +$8.67K | 1.18% | 21 |
|
|
2024
Q3 | $3.11M | Buy |
50,073
+96
| +0.2% | +$5.97K | 1.16% | 21 |
|
|
2024
Q2 | $2.94M | Sell |
49,977
-436
| -0.9% | -$25.7K | 1.4% | 15 |
|
|
2024
Q1 | $2.87M | Buy |
50,413
+2,380
| +5% | +$136K | 1.43% | 16 |
|
|
2023
Q4 | $2.49M | Buy |
+48,033
| New | +$2.49M | 1.4% | 15 |
|