BSW
Buckingham Strategic Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $567M | Sell |
14,427,184
-79,191
| -0.5% | -$3.11M | 5.86% | 4 |
|
|
2024
Q1 | $593M | Buy |
14,506,375
+138,777
| +1% | +$5.68M | 6.26% | 3 |
|
|
2023
Q4 | $535M | Sell |
14,367,598
-177,542
| -1% | -$6.61M | 6.36% | 4 |
|
|
2023
Q3 | $495M | Sell |
14,545,140
-25,641
| -0.2% | -$872K | 7.01% | 3 |
|
|
2023
Q2 | $503M | Buy |
14,570,781
+226,557
| +2% | +$7.82M | 7.16% | 3 |
|
|
2023
Q1 | $480M | Hold |
14,344,224
| – | – | 8.73% | 3 |
|
|
2022
Q4 | $480M | Buy |
14,344,224
+203,686
| +1% | +$6.82M | 8.73% | 3 |
|
|
2022
Q3 | $419M | Sell |
14,140,538
-16,796
| -0.1% | -$497K | 8.55% | 3 |
|
|
2022
Q2 | $447M | Buy |
+14,157,334
| New | +$447M | 8.84% | 3 |
|