WP
Wealthspan Partners’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
12,144
-84
| -0.7% | -$5.63K | 0.34% | 49 |
|
|
2025
Q1 | $740K | Hold |
12,228
| – | – | 0.34% | 50 |
|
|
2024
Q4 | $780K | Hold |
12,228
| – | – | 0.37% | 49 |
|
|
2024
Q3 | $761K | Buy |
12,228
+168
| +1% | +$10.5K | 0.38% | 50 |
|
|
2024
Q2 | $710K | Hold |
12,060
| – | – | 0.39% | 47 |
|
|
2024
Q1 | $687K | Hold |
12,060
| – | – | 0.4% | 45 |
|
|
2023
Q4 | $625K | Hold |
12,060
| – | – | 0.44% | 40 |
|
|
2023
Q3 | $561K | Hold |
12,060
| – | – | 0.44% | 39 |
|
|
2023
Q2 | $581K | Hold |
12,060
| – | – | 0.46% | 37 |
|
|
2023
Q1 | $536K | Hold |
12,060
| – | – | 0.46% | 42 |
|
|
2022
Q4 | $502K | Buy |
+12,060
| New | +$502K | 0.46% | 41 |
|