BW
BIP Wealth’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 | $10.8M | Buy |
255,987
+10,817
| +4% | +$457K | 0.67% | 25 |
|
|
2025
Q1 | $10.1M | Buy |
245,170
+11,559
| +5% | +$476K | 0.66% | 24 |
|
|
2024
Q4 | $9.56M | Buy |
233,611
+21,712
| +10% | +$888K | 0.64% | 23 |
|
|
2024
Q3 | $8.83M | Buy |
211,899
+28,238
| +15% | +$1.18M | 0.6% | 26 |
|
|
2024
Q2 | $7.21M | Buy |
183,661
+15,459
| +9% | +$607K | 0.59% | 26 |
|
|
2024
Q1 | $6.88M | Buy |
168,202
+74,481
| +79% | +$3.05M | 0.5% | 34 |
|
|
2023
Q4 | $3.49M | Buy |
93,721
+44,585
| +91% | +$1.66M | 0.27% | 43 |
|
|
2023
Q3 | $1.67M | Buy |
49,136
+42,763
| +671% | +$1.45M | 0.15% | 57 |
|
|
2023
Q2 | $220K | Buy |
+6,373
| New | +$220K | 0.02% | 172 |
|