Colonial Trust’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
$756K Hold
2025
Q2
$715K Hold
2025
Q1
$697K Buy
2024
Q4
$397K Sell
2024
Q3
$455K Hold
2024
Q2
$429K Hold
2024
Q1
$447K Sell
2023
Q4
$410K Hold
2023
Q3
$375K Sell
2023
Q2
$420K Sell
2023
Q1
$425K Hold
2022
Q4
$425K Buy
2022
Q3
$373K Buy