W
WorthPointe’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Sell |
14,314
-2,123
| -13% | -$142K | 0.4% | 33 |
|
|
2025
Q1 | $994K | Sell |
16,437
-850
| -5% | -$51.4K | 0.44% | 32 |
|
|
2024
Q4 | $1.1M | Sell |
17,287
-287
| -2% | -$18.3K | 0.45% | 27 |
|
|
2024
Q3 | $1.09M | Sell |
17,574
-516
| -3% | -$32.1K | 0.46% | 28 |
|
|
2024
Q2 | $1.06M | Hold |
18,090
| – | – | 0.49% | 28 |
|
|
2024
Q1 | $1.03M | Sell |
18,090
-454
| -2% | -$25.9K | 0.52% | 22 |
|
|
2023
Q4 | $961K | Hold |
18,544
| – | – | 0.49% | 28 |
|
|
2023
Q3 | $863K | Sell |
18,544
-1,250
| -6% | -$58.2K | 0.51% | 26 |
|
|
2023
Q2 | $953K | Hold |
19,794
| – | – | 0.58% | 22 |
|
|
2023
Q1 | $879K | Hold |
19,794
| – | – | 0.57% | 24 |
|
|
2022
Q4 | $824K | Buy |
19,794
+9,231
| +87% | +$384K | 0.56% | 24 |
|
|
2022
Q3 | $410K | Hold |
10,563
| – | – | 0.34% | 32 |
|
|
2022
Q2 | $430K | Hold |
10,563
| – | – | 0.36% | 29 |
|
|
2022
Q1 | $518K | Hold |
10,563
| – | – | 0.42% | 27 |
|
|
2021
Q4 | $498K | Buy |
+10,563
| New | +$498K | 0.44% | 23 |
|