Cyndeo Wealth Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$257K	Buy	6,078 +29	+0.5%	+$1.23K	0.02%	412
2025 Q1	$249K	Buy	6,049 +24	+0.4%	+$989	0.02%	405
2024 Q4	$247K	Sell	6,025 -25	-0.4%	-$1.02K	0.02%	399
2024 Q3	$252K	Buy	+6,050	New	+$252K	0.02%	401