Badgley Phelps Wealth Managers’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 | $485K | Sell |
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|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $462K | Hold |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $214K | Buy |
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