WFA
WestHill 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 | $986K | Hold |
14,717
| – | – | 0.21% | 30 |
|
|
2025
Q1 | $890K | Sell |
14,717
-153
| -1% | -$9.25K | 0.2% | 31 |
|
|
2024
Q4 | $948K | Hold |
14,870
| – | – | 0.21% | 30 |
|
|
2024
Q3 | $925K | Sell |
14,870
-17
| -0.1% | -$1.06K | 0.21% | 30 |
|
|
2024
Q2 | $876K | Hold |
14,887
| – | – | 0.21% | 29 |
|
|
2024
Q1 | $848K | Sell |
14,887
-150
| -1% | -$8.55K | 0.21% | 28 |
|
|
2023
Q4 | $779K | Hold |
15,037
| – | – | 0.21% | 28 |
|
|
2023
Q3 | $700K | Hold |
15,037
| – | – | 0.2% | 27 |
|
|
2023
Q2 | $724K | Sell |
15,037
-45
| -0.3% | -$2.17K | 0.2% | 28 |
|
|
2023
Q1 | $670K | Sell |
15,082
-482
| -3% | -$21.4K | 0.2% | 28 |
|
|
2022
Q4 | $648K | Buy |
15,564
+482
| +3% | +$20.1K | 0.21% | 29 |
|
|
2022
Q3 | $585K | Hold |
15,082
| – | – | 0.2% | 29 |
|
|
2022
Q2 | $615K | Hold |
15,082
| – | – | 0.2% | 29 |
|
|
2022
Q1 | $739K | Sell |
15,082
-20
| -0.1% | -$980 | 0.21% | 29 |
|
|
2021
Q4 | $781K | Hold |
15,102
| – | – | 0.22% | 30 |
|
|
2021
Q3 | $712K | Buy |
+15,102
| New | +$712K | 0.22% | 28 |
|