Clear Perspectives 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
2023
Q1
$527K Sell
15,754
-31
-0.2% -$1.04K 0.3% 30
2022
Q4
$528K Hold
15,785
0.28% 35
2022
Q3
$467K Sell
15,785
-816
-5% -$24.1K 0.23% 36
2022
Q2
$525K Buy
+16,601
New +$525K 0.2% 34