Chas P. Smith & Associates (CPS)’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 | $870K | Hold |
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|
2025
Q1 | $848K | Hold |
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|
2024
Q4 | $842K | Hold |
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|
2024
Q3 | $858K | Hold |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $860K | Hold |
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|
2023
Q4 | $783K | Sell |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $769K | Hold |
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|
2022
Q4 | $769K | Sell |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $732K | Buy |
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