Carolinas Wealth Consulting’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 | – | Sell |
-1,254
| Closed | -$51.7K | – | 224 |
|
|
2025
Q1 | $51.7K | Buy |
1,254
+4
| +0.3% | +$165 | 0.01% | 348 |
|
|
2024
Q4 | $51.1K | Buy |
1,250
+6
| +0.5% | +$245 | 0.01% | 357 |
|
|
2024
Q3 | $51.9K | Buy |
1,244
+5
| +0.4% | +$208 | 0.01% | 358 |
|
|
2024
Q2 | $48.6K | Buy |
1,239
+6
| +0.5% | +$236 | 0.01% | 372 |
|
|
2024
Q1 | $50.4K | Buy |
1,233
+4
| +0.3% | +$164 | 0.01% | 372 |
|
|
2023
Q4 | $45.7K | Buy |
1,229
+5
| +0.4% | +$186 | 0.01% | 350 |
|
|
2023
Q3 | $39.7K | Buy |
1,224
+6
| +0.5% | +$195 | 0.01% | 342 |
|
|
2023
Q2 | $42K | Buy |
1,218
+7
| +0.6% | +$241 | 0.01% | 371 |
|
|
2023
Q1 | $40.6K | Buy |
1,211
+5
| +0.4% | +$167 | 0.01% | 393 |
|
|
2022
Q4 | $40.4K | Buy |
1,206
+5
| +0.4% | +$167 | 0.01% | 383 |
|
|
2022
Q3 | $36K | Buy |
1,201
+6
| +0.5% | +$180 | 0.01% | 370 |
|
|
2022
Q2 | $38K | Buy |
+1,195
| New | +$38K | 0.01% | 365 |
|