Curi Wealth Management’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
2024
Q1
Sell
2023
Q4
$570K Buy
2023
Q3
$519K Sell
2023
Q2
$912K Buy
2023
Q1
$883K Buy
2022
Q4
$881K Buy
2022
Q3
$778K Buy
2022
Q2
$828K Buy