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BerganKDV Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

BerganKDV Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$77.2K Hold
2,239
– – 0.01% 330
2023
Q1 		$75K Hold
2,239
– – 0.01% 347
2022
Q4 		$75K Hold
2,239
– – 0.01% 343
2022
Q3 		$66K Hold
2,239
– – 0.01% 343
2022
Q2 		$71K Buy
+2,239
New +$71K 0.01% 344