49 Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $381K | Hold |
9,013
| – | – | 0.04% | 107 |
|
2025
Q1 | $371K | Buy |
9,013
+36
| +0.4% | +$1.48K | 0.04% | 115 |
|
2024
Q4 | $367K | Hold |
8,977
| – | – | 0.05% | 101 |
|
2024
Q3 | $374K | Hold |
8,977
| – | – | 0.06% | 102 |
|
2024
Q2 | $351K | Hold |
8,977
| – | – | 0.07% | 104 |
|
2024
Q1 | $366K | Hold |
8,977
| – | – | 0.08% | 78 |
|
2023
Q4 | $334K | Buy |
+8,977
| New | +$334K | 0.09% | 74 |
|