Badgley Phelps Wealth Managers’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 | $474K | Hold |
11,204
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $462K | Hold |
11,204
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $458K | Sell |
11,204
-308
| -3% | -$12.6K | 0.01% | 216 |
|
|
2024
Q3 | $480K | Sell |
11,512
-277
| -2% | -$11.5K | 0.01% | 211 |
|
|
2024
Q2 | $463K | Hold |
11,789
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $482K | Buy |
11,789
+4,562
| +63% | +$187K | 0.01% | 198 |
|
|
2023
Q4 | $269K | Hold |
7,227
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $246K | Hold |
7,227
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $249K | Hold |
7,227
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $242K | Hold |
7,227
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $242K | Hold |
7,227
| – | – | 0.01% | 192 |
|
|
2022
Q3 | $214K | Buy |
+7,227
| New | +$214K | 0.01% | 185 |
|