Caldwell Sutter 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 | $114K | Hold |
2,700
| – | – | 0.05% | 266 |
|
|
2025
Q1 | $111K | Hold |
2,700
| – | – | 0.05% | 263 |
|
|
2024
Q4 | $110K | Hold |
2,700
| – | – | 0.05% | 265 |
|
|
2024
Q3 | $113K | Hold |
2,700
| – | – | 0.05% | 265 |
|
|
2024
Q2 | $106K | Hold |
2,700
| – | – | 0.05% | 266 |
|
|
2024
Q1 | $110K | Hold |
2,700
| – | – | 0.05% | 262 |
|
|
2023
Q4 | $100K | Hold |
2,700
| – | – | 0.05% | 269 |
|
|
2023
Q3 | $91.9K | Hold |
2,700
| – | – | 0.05% | 262 |
|
|
2023
Q2 | $93.2K | Hold |
2,700
| – | – | 0.05% | 259 |
|
|
2023
Q1 | $90.4K | Hold |
2,700
| – | – | 0.07% | 194 |
|
|
2022
Q4 | $90.4K | Buy |
+2,700
| New | +$90.4K | 0.08% | 153 |
|