CIBC Private Wealth Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
9,462
| – | – | ﹤0.01% | 891 |
|
|
2025
Q1 | $343K | Sell |
9,462
-970
| -9% | -$35.2K | ﹤0.01% | 919 |
|
|
2024
Q4 | $430K | Buy |
10,432
+7,408
| +245% | +$305K | ﹤0.01% | 908 |
|
|
2024
Q3 | $126K | Hold |
3,024
| – | – | ﹤0.01% | 1386 |
|
|
2024
Q2 | $118K | Sell |
3,024
-206
| -6% | -$8.05K | ﹤0.01% | 1333 |
|
|
2024
Q1 | $132K | Buy |
+3,230
| New | +$132K | ﹤0.01% | 1282 |
|
|
2023
Q2 | – | Sell |
-10,606
| Closed | -$355K | – | 885 |
|
|
2023
Q1 | $355K | Hold |
10,606
| – | – | ﹤0.01% | 757 |
|
|
2022
Q4 | $355 | Hold |
10,606
| – | – | ﹤0.01% | 807 |
|
|
2022
Q3 | $314K | Hold |
10,606
| – | – | ﹤0.01% | 778 |
|
|
2022
Q2 | $335K | Buy |
+10,606
| New | +$335K | ﹤0.01% | 777 |
|