WFA
Websterrogers Financial 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 | $3.77M | Sell |
56,284
-93
| -0.2% | -$6.23K | 1.2% | 25 |
|
|
2025
Q1 | $3.41M | Sell |
56,377
-1,351
| -2% | -$81.7K | 1.16% | 25 |
|
|
2024
Q4 | $3.68M | Sell |
57,728
-242
| -0.4% | -$15.4K | 1.28% | 23 |
|
|
2024
Q3 | $3.61M | Sell |
57,970
-407
| -0.7% | -$25.3K | 1.26% | 23 |
|
|
2024
Q2 | $3.44M | Buy |
58,377
+39
| +0.1% | +$2.3K | 1.22% | 24 |
|
|
2024
Q1 | $3.32M | Sell |
58,338
-653
| -1% | -$37.2K | 1.18% | 25 |
|
|
2023
Q4 | $3.06M | Sell |
58,991
-140
| -0.2% | -$7.26K | 1.28% | 22 |
|
|
2023
Q3 | $2.75M | Sell |
59,131
-7,055
| -11% | -$328K | 1.21% | 20 |
|
|
2023
Q2 | $3.19M | Sell |
66,186
-3,663
| -5% | -$176K | 1.39% | 21 |
|
|
2023
Q1 | $3.1M | Sell |
69,849
-952
| -1% | -$42.3K | 1.43% | 21 |
|
|
2022
Q4 | $2.95M | Sell |
70,801
-608
| -0.9% | -$25.3K | 1.43% | 20 |
|
|
2022
Q3 | $2.77M | Sell |
71,409
-15,419
| -18% | -$599K | 1.46% | 11 |
|
|
2022
Q2 | $3.54M | Buy |
86,828
+14,462
| +20% | +$589K | 1.73% | 13 |
|
|
2022
Q1 | $3.56M | Sell |
72,366
-44,363
| -38% | -$2.18M | 1.82% | 12 |
|
|
2021
Q4 | $6.04M | Sell |
116,729
-16,043
| -12% | -$829K | 1.37% | 13 |
|
|
2021
Q3 | $6.26M | Sell |
132,772
-1,805
| -1% | -$85.1K | 1.45% | 14 |
|
|
2021
Q2 | $6.26M | Buy |
+134,577
| New | +$6.26M | 1.49% | 14 |
|