WIM
Warwick Investment 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 | $19.8M | Buy |
295,718
+265
| +0.1% | +$17.8K | 3.84% | 5 |
|
|
2025
Q1 | $17.9M | Buy |
295,453
+287
| +0.1% | +$17.4K | 3.71% | 6 |
|
|
2024
Q4 | $18.8M | Buy |
+295,166
| New | +$18.8M | 3.88% | 6 |
|
|
2024
Q2 | – | Sell |
-293,573
| Closed | -$16.7M | – | 110 |
|
|
2024
Q1 | $16.7M | Sell |
293,573
-27,124
| -8% | -$1.55M | 4.01% | 6 |
|
|
2023
Q4 | $16.6M | Buy |
320,697
+2,367
| +0.7% | +$123K | 4.89% | 6 |
|
|
2023
Q3 | $14.8M | Buy |
+318,330
| New | +$14.8M | 5.55% | 5 |
|
|
2023
Q2 | – | Sell |
-319,049
| Closed | -$14.2M | – | 67 |
|
|
2023
Q1 | $14.2M | Sell |
319,049
-15
| -0% | -$666 | 6.02% | 4 |
|
|
2022
Q4 | $13.3M | Sell |
319,064
-69,856
| -18% | -$2.91M | 5.42% | 5 |
|
|
2022
Q3 | $14.4M | Buy |
388,920
+35,646
| +10% | +$1.32M | 8.54% | 3 |
|
|
2022
Q2 | $14.4M | Buy |
353,274
+1,181
| +0.3% | +$48.1K | 6.99% | 3 |
|
|
2022
Q1 | $17.3M | Buy |
352,093
+1,679
| +0.5% | +$82.3K | 7.52% | 3 |
|
|
2021
Q4 | $18.1M | Buy |
+350,414
| New | +$18.1M | 9.16% | 2 |
|