Bull Oak Capital’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 | $247K | Sell |
5,849
-1
| -0% | -$42 | 0.11% | 26 |
|
|
2025
Q1 | $241K | Hold |
5,850
| – | – | 0.13% | 21 |
|
|
2024
Q4 | $239K | Sell |
5,850
-113
| -2% | -$4.62K | 0.13% | 21 |
|
|
2024
Q3 | $249K | Sell |
5,963
-114
| -2% | -$4.75K | 0.14% | 23 |
|
|
2024
Q2 | $239K | Sell |
6,077
-245
| -4% | -$9.62K | 0.15% | 16 |
|
|
2024
Q1 | $259K | Sell |
6,322
-217
| -3% | -$8.88K | 0.17% | 16 |
|
|
2023
Q4 | $243K | Sell |
6,539
-1,402
| -18% | -$52.2K | 0.06% | 16 |
|
|
2023
Q3 | $270K | Buy |
+7,941
| New | +$270K | 0.3% | 12 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5 |
|