Aegis 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	$7.16M	Hold	173,864	–	–	4.3%	4
2025 Q1	$7.16M	Sell	173,864 -1,885	-1%	-$77.7K	4.21%	4
2024 Q4	$7.19M	Buy	+175,749	New	+$7.19M	4.87%	4