Angeles 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 | $1.25M | Sell |
29,648
-4,650
| -14% | -$197K | 0.09% | 85 |
|
|
2025
Q1 | $1.41M | Sell |
34,298
-17,225
| -33% | -$710K | 0.12% | 66 |
|
|
2024
Q4 | $2.11M | Sell |
51,523
-4,075
| -7% | -$167K | 0.17% | 52 |
|
|
2024
Q3 | $2.32M | Sell |
55,598
-5,850
| -10% | -$244K | 0.2% | 46 |
|
|
2024
Q2 | $2.41M | Sell |
61,448
-1,700
| -3% | -$66.8K | 0.23% | 40 |
|
|
2024
Q1 | $2.58M | Hold |
63,148
| – | – | 0.26% | 37 |
|
|
2023
Q4 | $2.35M | Sell |
63,148
-3,550
| -5% | -$132K | 0.29% | 35 |
|
|
2023
Q3 | $2.27M | Hold |
66,698
| – | – | 0.32% | 31 |
|
|
2023
Q2 | $2.3M | Hold |
66,698
| – | – | 0.31% | 32 |
|
|
2023
Q1 | $2.23M | Buy |
66,698
+312
| +0.5% | +$10.4K | 0.33% | 35 |
|
|
2022
Q4 | $2.22M | Hold |
66,386
| – | – | 0.39% | 33 |
|
|
2022
Q3 | $1.97M | Hold |
66,386
| – | – | 0.39% | 30 |
|
|
2022
Q2 | $2.1M | Buy |
+66,386
| New | +$2.1M | 0.42% | 31 |
|