BetterWealth’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 | $990K | Hold |
23,419
| – | – | 0.25% | 30 |
|
|
2025
Q1 | $965K | Sell |
23,419
-25,018
| -52% | -$1.03M | 0.27% | 28 |
|
|
2024
Q4 | $1.98M | Buy |
48,437
+143
| +0.3% | +$5.85K | 0.55% | 23 |
|
|
2024
Q3 | $2.01M | Sell |
48,294
-500
| -1% | -$20.8K | 0.6% | 18 |
|
|
2024
Q2 | $1.92M | Sell |
48,794
-2,814
| -5% | -$111K | 0.61% | 19 |
|
|
2024
Q1 | $2.11M | Sell |
51,608
-3,778
| -7% | -$155K | 0.69% | 18 |
|
|
2023
Q4 | $2.06M | Sell |
55,386
-321
| -0.6% | -$11.9K | 0.7% | 18 |
|
|
2023
Q3 | $1.9M | Sell |
55,707
-1,598
| -3% | -$54.4K | 0.76% | 17 |
|
|
2023
Q2 | $1.98M | Sell |
57,305
-1,727
| -3% | -$59.6K | 0.77% | 17 |
|
|
2023
Q1 | $1.98M | Sell |
59,032
-6,406
| -10% | -$214K | 0.8% | 17 |
|
|
2022
Q4 | $2.19M | Sell |
65,438
-16,696
| -20% | -$559K | 0.99% | 15 |
|
|
2022
Q3 | $2.43M | Sell |
82,134
-3,580
| -4% | -$106K | 1.25% | 14 |
|
|
2022
Q2 | $2.71M | Buy |
+85,714
| New | +$2.71M | 1.34% | 14 |
|