Clifford Swan Investment Counsel’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
Q3 | $382K | Hold |
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|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $349K | Hold |
|
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|
2024
Q3 | $356K | Hold |
|
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|
2024
Q2 | $335K | Hold |
|
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|
2024
Q1 | $349K | Hold |
|
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|
2023
Q4 | $318K | Hold |
|
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $295K | Hold |
|
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|
2023
Q1 | $286K | Hold |
|
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $270K | Buy |
|