Corient Private Wealth’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 | $294M | Sell |
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|
2025
Q2 | $349M | Sell |
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|
2025
Q1 | $434M | Sell |
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|
2024
Q4 | $440M | Sell |
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|
2024
Q3 | $454M | Sell |
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|
2024
Q2 | $430M | Sell |
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|
2024
Q1 | $449M | Sell |
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|
2023
Q4 | $412M | Sell |
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|
2023
Q3 | $379M | Sell |
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|
2023
Q2 | $387M | Sell |
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|
2023
Q1 | $384M | Sell |
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|
2022
Q4 | $384M | Buy |
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