Center for Financial Planning’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
Q3 | $591K | Hold |
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|
2025
Q2 | $559K | Hold |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $541K | Hold |
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|
2024
Q3 | $551K | Hold |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $541K | Hold |
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|
2023
Q4 | $492K | Hold |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $442K | Hold |
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|
2022
Q3 | $391K | Hold |
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|
2022
Q2 | $418K | Buy |
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