Capstone Wealth Management (Alabama)’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
$8.9M Buy
210,412
+10,683
+5% +$452K 7.8% 6
2025
Q1
$8.23M Buy
199,729
+1,063
+0.5% +$43.8K 8.2% 5
2024
Q4
$8.13M Buy
+198,666
New +$8.13M 7.94% 6