Beaird Harris 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 | $54.9M | Buy |
1,298,554
+14,494
| +1% | +$613K | 4.25% | 6 |
|
|
2025
Q1 | $52.9M | Sell |
1,284,060
-11,879
| -0.9% | -$490K | 4.5% | 5 |
|
|
2024
Q4 | $53M | Sell |
1,295,939
-16,033
| -1% | -$656K | 4.58% | 4 |
|
|
2024
Q3 | $54.7M | Sell |
1,311,972
-6,490
| -0.5% | -$271K | 4.78% | 4 |
|
|
2024
Q2 | $51.8M | Sell |
1,318,462
-20,078
| -1% | -$788K | 4.87% | 4 |
|
|
2024
Q1 | $54.7M | Sell |
1,338,540
-8,344
| -0.6% | -$341K | 5.34% | 4 |
|
|
2023
Q4 | $50.1M | Buy |
1,346,884
+3,940
| +0.3% | +$147K | 5.26% | 4 |
|
|
2023
Q3 | $45.7M | Sell |
1,342,944
-35,755
| -3% | -$1.22M | 5.47% | 6 |
|
|
2023
Q2 | $47.6M | Sell |
1,378,699
-27,352
| -2% | -$944K | 5.69% | 6 |
|
|
2023
Q1 | $47.1M | Sell |
1,406,051
-11,466
| -0.8% | -$384K | 8.45% | 2 |
|
|
2022
Q4 | $47.5M | Sell |
1,417,517
-32,842
| -2% | -$1.1M | 8.87% | 1 |
|
|
2022
Q3 | $42.9M | Sell |
1,450,359
-10,457
| -0.7% | -$310K | 9.41% | 2 |
|
|
2022
Q2 | $46.2M | Buy |
+1,460,816
| New | +$46.2M | 12.72% | 2 |
|