Baker Tilly 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 | $1M | Hold |
23,717
| – | – | 0.36% | 61 |
|
|
2025
Q1 | $977K | Hold |
23,717
| – | – | 0.38% | 64 |
|
|
2024
Q4 | $971K | Hold |
23,717
| – | – | 0.38% | 54 |
|
|
2024
Q3 | $989K | Hold |
23,717
| – | – | 0.44% | 56 |
|
|
2024
Q2 | $931K | Sell |
23,717
-4,971
| -17% | -$195K | 0.38% | 58 |
|
|
2024
Q1 | $1.17M | Sell |
28,688
-2,174
| -7% | -$88.9K | 0.21% | 110 |
|
|
2023
Q4 | $1.15M | Sell |
30,862
-8,907
| -22% | -$332K | 0.19% | 119 |
|
|
2023
Q3 | $1.35M | Sell |
39,769
-947
| -2% | -$32.2K | 0.22% | 96 |
|
|
2023
Q2 | $1.4M | Sell |
40,716
-644
| -2% | -$22.2K | 0.15% | 154 |
|
|
2023
Q1 | $1.38M | Buy |
41,360
+22
| +0.1% | +$737 | 0.16% | 140 |
|
|
2022
Q4 | $1.38M | Buy |
41,338
+193
| +0.5% | +$6.46K | 0.17% | 137 |
|
|
2022
Q3 | $1.22M | Sell |
41,145
-535
| -1% | -$15.8K | 0.17% | 129 |
|
|
2022
Q2 | $1.32M | Buy |
+41,680
| New | +$1.32M | 0.17% | 128 |
|