CWM
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Congress Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Congress Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$543K Buy
12,854
+437
+4% +$18.5K 0.01% 900
2025
Q1 		$516K Buy
+12,417
New +$516K 0.01% 808