Center for Financial Planning’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 | $559K | Hold |
13,216
| – | – | 0.06% | 97 |
|
2025
Q1 | $545K | Hold |
13,216
| – | – | 0.07% | 93 |
|
2024
Q4 | $541K | Hold |
13,216
| – | – | 0.07% | 90 |
|
2024
Q3 | $551K | Hold |
13,216
| – | – | 0.07% | 85 |
|
2024
Q2 | $519K | Hold |
13,216
| – | – | 0.08% | 87 |
|
2024
Q1 | $541K | Hold |
13,216
| – | – | 0.08% | 84 |
|
2023
Q4 | $492K | Hold |
13,216
| – | – | 0.09% | 84 |
|
2023
Q3 | $450K | Hold |
13,216
| – | – | 0.1% | 84 |
|
2023
Q2 | $456K | Hold |
13,216
| – | – | 0.1% | 83 |
|
2023
Q1 | $442K | Hold |
13,216
| – | – | 0.1% | 85 |
|
2022
Q4 | $442K | Hold |
13,216
| – | – | 0.11% | 80 |
|
2022
Q3 | $391K | Hold |
13,216
| – | – | 0.1% | 81 |
|
2022
Q2 | $418K | Buy |
+13,216
| New | +$418K | 0.11% | 80 |
|