VWA
Valued 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 | $1.12M | Buy |
16,654
+11,468
| +221% | +$769K | 0.58% | 18 |
|
|
2025
Q1 | $314K | Sell |
5,186
-6,930
| -57% | -$419K | 0.19% | 29 |
|
|
2024
Q4 | $772K | Buy |
12,116
+5
| +0% | +$319 | 0.48% | 19 |
|
|
2024
Q3 | $753K | Sell |
12,111
-472
| -4% | -$29.4K | 0.49% | 20 |
|
|
2024
Q2 | $740K | Buy |
12,583
+37
| +0.3% | +$2.18K | 0.51% | 19 |
|
|
2024
Q1 | $715K | Buy |
12,546
+733
| +6% | +$41.8K | 0.51% | 19 |
|
|
2023
Q4 | $550K | Buy |
+11,813
| New | +$550K | 0.51% | 22 |
|