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Bellwether Advisors’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 | $206K | Hold |
4,865
| – | – | 0.04% | 122 |
|
|
2025
Q1 | $200K | Hold |
4,865
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $199K | Hold |
4,865
| – | – | 0.04% | 132 |
|
|
2024
Q3 | $203K | Buy |
+4,865
| New | +$203K | 0.04% | 121 |
|
|
2023
Q2 | – | Sell |
-4,865
| Closed | -$163K | – | 180 |
|
|
2023
Q1 | $163K | Hold |
4,865
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $163K | Hold |
4,865
| – | – | 0.05% | 131 |
|
|
2022
Q3 | $144K | Hold |
4,865
| – | – | 0.05% | 111 |
|
|
2022
Q2 | $153K | Buy |
+4,865
| New | +$153K | 0.05% | 119 |
|