TWA
TCI 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 | $183M | Buy |
2,730,367
+247,713
| +10% | +$16.6M | 12.54% | 1 |
|
|
2025
Q1 | $150M | Buy |
2,482,654
+139,609
| +6% | +$8.44M | 12.02% | 1 |
|
|
2024
Q4 | $149M | Sell |
2,343,045
-20,881
| -0.9% | -$1.33M | 12.48% | 2 |
|
|
2024
Q3 | $147M | Buy |
2,363,926
+47,763
| +2% | +$2.97M | 12.39% | 2 |
|
|
2024
Q2 | $136M | Buy |
2,316,163
+39,253
| +2% | +$2.31M | 12.86% | 1 |
|
|
2024
Q1 | $130M | Sell |
2,276,910
-7,442
| -0.3% | -$424K | 12.79% | 2 |
|
|
2023
Q4 | $118M | Buy |
2,284,352
+11,050
| +0.5% | +$573K | 12.63% | 2 |
|
|
2023
Q3 | $106M | Buy |
2,273,302
+22,198
| +1% | +$1.03M | 13.5% | 2 |
|
|
2023
Q2 | $108M | Sell |
2,251,104
-257
| -0% | -$12.4K | 13.85% | 2 |
|
|
2023
Q1 | $100M | Buy |
2,251,361
+57,407
| +3% | +$2.55M | 12.98% | 2 |
|
|
2022
Q4 | $91.3M | Buy |
2,193,954
+90,458
| +4% | +$3.76M | 12.64% | 2 |
|
|
2022
Q3 | $81.7M | Buy |
2,103,496
+53,989
| +3% | +$2.1M | 13.21% | 2 |
|
|
2022
Q2 | $83.5M | Sell |
2,049,507
-71,564
| -3% | -$2.92M | 12.78% | 2 |
|
|
2022
Q1 | $104M | Buy |
2,121,071
+988
| +0% | +$48.4K | 15.58% | 1 |
|
|
2021
Q4 | $110M | Buy |
2,120,083
+22,724
| +1% | +$1.17M | 16.21% | 1 |
|
|
2021
Q3 | $98.9M | Buy |
2,097,359
+2,541
| +0.1% | +$120K | 15.09% | 1 |
|
|
2021
Q2 | $98.7M | Buy |
+2,094,818
| New | +$98.7M | 16.69% | 1 |
|