BWP
Balboa Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Hold |
21,219
| – | – | 0.18% | 102 |
|
|
2025
Q1 | $874K | Hold |
21,219
| – | – | 0.21% | 86 |
|
|
2024
Q4 | $868K | Sell |
21,219
-15
| -0.1% | -$614 | 0.2% | 90 |
|
|
2024
Q3 | $885K | Hold |
21,234
| – | – | 0.22% | 89 |
|
|
2024
Q2 | $834K | Sell |
21,234
-1,339
| -6% | -$52.6K | 0.22% | 84 |
|
|
2024
Q1 | $923K | Sell |
22,573
-908
| -4% | -$37.1K | 0.27% | 69 |
|
|
2023
Q4 | $874K | Hold |
23,481
| – | – | 0.29% | 66 |
|
|
2023
Q3 | $799K | Sell |
23,481
-606
| -3% | -$20.6K | 0.3% | 59 |
|
|
2023
Q2 | $831K | Sell |
24,087
-4
| -0% | -$138 | 0.29% | 60 |
|
|
2023
Q1 | $807K | Hold |
24,091
| – | – | 0.3% | 65 |
|
|
2022
Q4 | $807K | Hold |
24,091
| – | – | 0.36% | 68 |
|
|
2022
Q3 | $713K | Buy |
+24,091
| New | +$713K | 0.31% | 65 |
|