Belpointe Asset 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 | $617K | Hold |
14,594
| – | – | 0.03% | 502 |
|
|
2025
Q1 | $601K | Hold |
14,594
| – | – | 0.03% | 507 |
|
|
2024
Q4 | $608K | Hold |
14,594
| – | – | 0.04% | 464 |
|
|
2024
Q3 | $608K | Hold |
14,594
| – | – | 0.04% | 452 |
|
|
2024
Q2 | $573K | Buy |
+14,594
| New | +$573K | 0.04% | 428 |
|
|
2023
Q1 | – | Sell |
-279
| Closed | -$9.34K | – | 3750 |
|
|
2022
Q4 | $9.34K | Buy |
+279
| New | +$9.34K | ﹤0.01% | 2652 |
|