Cherrydale Wealth Management’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 | $758K | Sell |
17,935
-111
| -0.6% | -$4.69K | 0.26% | 36 |
|
|
2025
Q1 | $744K | Buy |
18,046
+46
| +0.3% | +$1.9K | 0.29% | 29 |
|
|
2024
Q4 | $737K | Buy |
18,000
+74
| +0.4% | +$3.03K | 0.28% | 31 |
|
|
2024
Q3 | $747K | Buy |
17,926
+74
| +0.4% | +$3.09K | 0.31% | 28 |
|
|
2024
Q2 | $701K | Sell |
17,852
-1,770
| -9% | -$69.5K | 0.31% | 27 |
|
|
2024
Q1 | $803K | Sell |
19,622
-7,134
| -27% | -$292K | 0.38% | 28 |
|
|
2023
Q4 | $996K | Buy |
26,756
+912
| +4% | +$33.9K | 0.52% | 25 |
|
|
2023
Q3 | $879K | Buy |
+25,844
| New | +$879K | 0.52% | 25 |
|