Collective Family Office’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
$586K Hold
13,867
0.15% 101
2025
Q1
$571K Hold
13,867
0.15% 98
2024
Q4
$567K Hold
13,867
0.16% 101
2024
Q3
$578K Hold
13,867
0.16% 98
2024
Q2
$545K Hold
13,867
0.16% 108
2024
Q1
$567K Hold
13,867
0.18% 103
2023
Q4
$516K Hold
13,867
0.18% 102
2023
Q3
$472K Hold
13,867
0.18% 109
2023
Q2
$478K Hold
13,867
0.19% 107
2023
Q1
$464K Hold
13,867
0.19% 104
2022
Q4
$464K Hold
13,867
0.21% 99
2022
Q3
$411K Hold
13,867
0.2% 112
2022
Q2
$438K Buy
+13,867
New +$438K 0.19% 120