TWD
True Wealth Design’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
40,810
-541
| -1% | -$36.3K | 0.96% | 13 |
|
|
2025
Q1 | $2.5M | Sell |
41,351
-1,208
| -3% | -$73.1K | 0.95% | 10 |
|
|
2024
Q4 | $2.71M | Sell |
42,559
-2,326
| -5% | -$148K | 1.05% | 10 |
|
|
2024
Q3 | $2.79M | Sell |
44,885
-42
| -0.1% | -$2.61K | 1.09% | 10 |
|
|
2024
Q2 | $2.64M | Sell |
44,927
-4,210
| -9% | -$248K | 0.65% | 19 |
|
|
2024
Q1 | $2.8M | Sell |
49,137
-464
| -0.9% | -$26.4K | 0.7% | 20 |
|
|
2023
Q4 | $2.57M | Sell |
49,601
-8,208
| -14% | -$425K | 0.72% | 20 |
|
|
2023
Q3 | $2.69M | Sell |
57,809
-7,611
| -12% | -$354K | 0.9% | 19 |
|
|
2023
Q2 | $3.15M | Hold |
65,420
| – | – | 1.15% | 14 |
|
|
2023
Q1 | $2.91M | Buy |
+65,420
| New | +$2.91M | 1.22% | 17 |
|