Western Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
15,769
-445
| -3% | -$29.8K | 0.06% | 260 |
|
|
2025
Q1 | $981K | Buy |
16,214
+210
| +1% | +$12.7K | 0.06% | 254 |
|
|
2024
Q4 | $1.02M | Buy |
16,004
+1,116
| +7% | +$71.1K | 0.07% | 242 |
|
|
2024
Q3 | $926K | Sell |
14,888
-236
| -2% | -$14.7K | 0.05% | 330 |
|
|
2024
Q2 | $890K | Buy |
15,124
+561
| +4% | +$33K | 0.07% | 250 |
|
|
2024
Q1 | $830K | Buy |
14,563
+2
| +0% | +$114 | 0.06% | 256 |
|
|
2023
Q4 | $755K | Sell |
14,561
-227
| -2% | -$11.8K | 0.05% | 329 |
|
|
2023
Q3 | $688K | Buy |
14,788
+72
| +0.5% | +$3.35K | 0.06% | 319 |
|
|
2023
Q2 | $709K | Buy |
14,716
+4
| +0% | +$193 | 0.06% | 305 |
|
|
2023
Q1 | $654K | Buy |
14,712
+621
| +4% | +$27.6K | 0.06% | 309 |
|
|
2022
Q4 | $586K | Sell |
14,091
-14,082
| -50% | -$586K | 0.06% | 310 |
|
|
2022
Q3 | $1.09M | Sell |
28,173
-3,400
| -11% | -$132K | 0.06% | 289 |
|
|
2022
Q2 | $1.29M | Buy |
+31,573
| New | +$1.29M | 0.07% | 258 |
|
|
2022
Q1 | – | Sell |
-15,124
| Closed | -$781K | – | 831 |
|
|
2021
Q4 | $781K | Buy |
+15,124
| New | +$781K | 0.08% | 243 |
|
|
2021
Q2 | $696K | Buy |
+14,771
| New | +$696K | 0.07% | 283 |
|