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BWM Planning’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

BWM Planning’s Portfolio DFUV Stock Details DFUV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.86M Hold
67,707
– – 0.99% 25
2025
Q1 		$2.79M Hold
67,707
– – 1.18% 24
2024
Q4 		$2.77M Hold
67,707
– – 1.21% 24
2024
Q3 		$2.82M Buy
+67,707
New +$2.82M 1.25% 24