AE Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $638K | Buy |
|
|||||
|
2025
Q2 | $598K | Buy |
|
|||||
|
2025
Q1 | $554K | Buy |
|
|||||
|
2024
Q4 | $398K | Sell |
|
|||||
|
2024
Q3 | $406K | Sell |
|
|||||
|
2024
Q2 | $634K | Buy |
|
|||||
|
2024
Q1 | $345K | Sell |
|
|||||
|
2023
Q4 | $1.31M | Buy |
|
|||||
|
2023
Q3 | $550K | Buy |
|
|||||
|
2023
Q2 | $551K | Sell |
|
|||||
|
2023
Q1 | $559K | Buy |
|
|||||
|
2022
Q4 | $555K | Sell |
|
|||||
|
2022
Q3 | $536K | Sell |
|
|||||
|
2022
Q2 | $663K | Buy |
|