CWM
Curi Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,301
| Closed | -$570K | – | 36 |
|
|
2023
Q4 | $570K | Buy |
15,301
+59
| +0.4% | +$2.2K | 0.08% | 82 |
|
|
2023
Q3 | $519K | Sell |
15,242
-11,207
| -42% | -$381K | 0.08% | 84 |
|
|
2023
Q2 | $912K | Buy |
26,449
+68
| +0.3% | +$2.35K | 0.12% | 73 |
|
|
2023
Q1 | $883K | Buy |
26,381
+61
| +0.2% | +$2.04K | 0.13% | 75 |
|
|
2022
Q4 | $881K | Buy |
26,320
+53
| +0.2% | +$1.77K | 0.12% | 91 |
|
|
2022
Q3 | $778K | Buy |
26,267
+71
| +0.3% | +$2.1K | 0.13% | 83 |
|
|
2022
Q2 | $828K | Buy |
+26,196
| New | +$828K | 0.16% | 54 |
|