Cedar Brook Financial Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cedar Brook Financial Partners’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,123	Closed	-$291K	–	108
2024 Q1	$291K	Buy	7,123 +10	+0.1%	+$382	0.06%	320
2023 Q4	$262K	Sell	7,113 -308	-4%	-$10.6K	0.06%	328
2023 Q3	$252K	Buy	7,421 +188	+3%	+$6.59K	0.07%	291
2023 Q2	$250K	Buy	7,233 +37	+0.5%	+$1.24K	0.06%	326
2023 Q1	$241K	Sell	7,196 -97	-1%	-$3.32K	0.06%	309
2022 Q4	$244K	Buy	7,293 +30	+0.4%	+$997	0.07%	302
2022 Q3	$215K	Buy	7,263 +38	+0.5%	+$1.24K	0.07%	310
2022 Q2	$228K	Buy	+7,225	New	+$240K	0.07%	300

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Creative Planning

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