BGWM
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Bridge Generations Wealth Management’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
$3.35M Sell
79,311
-18,962
-19% -$802K 2.03% 13
2025
Q1
$4.05M Sell
98,273
-241
-0.2% -$9.93K 2.54% 11
2024
Q4
$4.03M Buy
+98,514
New +$4.03M 2.66% 10