Castle Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $512K | Hold |
|
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $590K | Hold |
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|
2023
Q4 | $537K | Hold |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $509K | Hold |
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|
2023
Q1 | $494K | Hold |
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|
2022
Q4 | $494K | Hold |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $592K | Buy |
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