Balboa Wealth Partners’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
Q2 | $897K | Hold |
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|
2025
Q1 | $874K | Hold |
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|
2024
Q4 | $868K | Sell |
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|
2024
Q3 | $885K | Hold |
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|
2024
Q2 | $834K | Sell |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $874K | Hold |
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|
2023
Q3 | $799K | Sell |
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|
2023
Q2 | $831K | Sell |
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|
2023
Q1 | $807K | Hold |
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|
2022
Q4 | $807K | Hold |
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|
2022
Q3 | $713K | Buy |
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