Clifford Swan Investment Counsel’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 | $361K | Hold |
8,538
| – | – | 0.01% | 248 |
|
|
2025
Q1 | $352K | Hold |
8,538
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $349K | Hold |
8,538
| – | – | 0.01% | 249 |
|
|
2024
Q3 | $356K | Hold |
8,538
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $335K | Hold |
8,538
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $349K | Hold |
8,538
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $318K | Hold |
8,538
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $290K | Hold |
8,538
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $295K | Hold |
8,538
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $286K | Hold |
8,538
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $286K | Hold |
8,538
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $253K | Hold |
8,538
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $270K | Buy |
+8,538
| New | +$270K | 0.01% | 278 |
|