Bannerman Wealth Management Group’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	$1.66M	Sell	39,275 -1,057	-3%	-$44.7K	1.27%	14
2025 Q1	$1.66M	Sell	40,332 -778	-2%	-$32.1K	1.36%	12
2024 Q4	$1.68M	Buy	+41,110	New	+$1.68M	1.39%	12