Westwood 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 | $497K | Hold |
7,420
| – | – | 0.17% | 35 |
|
|
2025
Q1 | $449K | Hold |
7,420
| – | – | 0.19% | 36 |
|
|
2024
Q4 | $473K | Hold |
7,420
| – | – | 0.17% | 33 |
|
|
2024
Q3 | $462K | Hold |
7,420
| – | – | 0.18% | 32 |
|
|
2024
Q2 | $437K | Hold |
7,420
| – | – | 0.16% | 35 |
|
|
2024
Q1 | $423K | Hold |
7,420
| – | – | 0.21% | 31 |
|
|
2023
Q4 | $385K | Hold |
7,420
| – | – | 0.3% | 27 |
|
|
2023
Q3 | $345K | Hold |
7,420
| – | – | 0.23% | 33 |
|
|
2023
Q2 | $357K | Hold |
7,420
| – | – | 0.25% | 32 |
|
|
2023
Q1 | $330K | Hold |
7,420
| – | – | 0.29% | 34 |
|
|
2022
Q4 | $309K | Hold |
7,420
| – | – | 0.37% | 35 |
|
|
2022
Q3 | $288K | Hold |
7,420
| – | – | 0.26% | 35 |
|
|
2022
Q2 | $302K | Buy |
7,420
+14
| +0.2% | +$570 | 0.35% | 35 |
|
|
2022
Q1 | $363 | Buy |
7,406
+9
| +0.1% | – | 0.14% | 39 |
|
|
2021
Q4 | $382K | Buy |
+7,397
| New | +$382K | 0.16% | 35 |
|