Werba Rubin Papier Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.05M	Sell	57,135 -1,230	-2%	-$91.1K	0.56%	32
2025 Q4	$4.33M	Buy	58,365 +62	+0.1%	+$4.55K	1.17%	20
2025 Q3	$4.22M	Buy	58,303 +1,189	+2%	+$82.8K	0.68%	24
2025 Q2	$3.83M	Buy	57,114 +6,786	+13%	+$420K	0.72%	24
2025 Q1	$3.04M	Buy	50,328 +5,105	+11%	+$326K	0.66%	26
2024 Q4	$2.88M	Buy	45,223 +3,368	+8%	+$216K	0.68%	26
2024 Q3	$2.6M	Buy	41,855 +170	+0.4%	+$10.2K	0.61%	29
2024 Q2	$2.45M	Buy	41,685 +585	+1%	+$33.3K	0.68%	29
2024 Q1	$2.34M	Buy	41,100 +1,043	+3%	+$56.5K	0.68%	27
2023 Q4	$2.08M	Buy	40,057 +4,718	+13%	+$228K	0.7%	24
2023 Q3	$1.65M	Sell	35,339 -3,913	-10%	-$189K	0.59%	26
2023 Q2	$1.89M	Buy	39,252 +17,737	+82%	+$807K	0.66%	25
2023 Q1	$956K	Buy	21,515 +10,059	+88%	+$437K	0.38%	35
2022 Q4	$477K	Buy	+11,456	New	+$479K	0.2%	52