WA
Wealthstream 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 | $33.4M | Sell |
497,847
-4,997
| -1% | -$335K | 5.55% | 5 |
|
|
2025
Q1 | $30.4M | Sell |
502,844
-83,608
| -14% | -$5.06M | 5.69% | 5 |
|
|
2024
Q4 | $37.4M | Sell |
586,452
-6,880
| -1% | -$439K | 6.9% | 4 |
|
|
2024
Q3 | $36.9M | Sell |
593,332
-24,295
| -4% | -$1.51M | 6.71% | 4 |
|
|
2024
Q2 | $36.3M | Sell |
617,627
-6,048
| -1% | -$356K | 13.3% | 1 |
|
|
2024
Q1 | $35.5M | Sell |
623,675
-34,193
| -5% | -$1.95M | 13.49% | 1 |
|
|
2023
Q4 | $34.1M | Sell |
657,868
-14,005
| -2% | -$726K | 14.08% | 1 |
|
|
2023
Q3 | $31.3M | Sell |
671,873
-17,586
| -3% | -$819K | 16.15% | 1 |
|
|
2023
Q2 | $33.2M | Buy |
689,459
+863
| +0.1% | +$41.6K | 17.42% | 1 |
|
|
2023
Q1 | $30.6M | Sell |
688,596
-1,353
| -0.2% | -$60.1K | 18.27% | 1 |
|
|
2022
Q4 | $28.7M | Sell |
689,949
-2,054
| -0.3% | -$85.5K | 18.71% | 1 |
|
|
2022
Q3 | $26.9M | Sell |
692,003
-4,170
| -0.6% | -$162K | 28.86% | 1 |
|
|
2022
Q2 | $28.4M | Sell |
696,173
-31,707
| -4% | -$1.29M | 28.67% | 1 |
|
|
2022
Q1 | $35.7M | Buy |
727,880
+14,143
| +2% | +$693K | 31.2% | 1 |
|
|
2021
Q4 | $36.9M | Buy |
+713,737
| New | +$36.9M | 31.46% | 1 |
|