CWS
Cypress Wealth Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
53,841
-918
| -2% | -$38.8K | 0.41% | 53 |
|
|
2025
Q1 | $2.26M | Sell |
54,759
-4,516
| -8% | -$186K | 0.46% | 49 |
|
|
2024
Q4 | $2.43M | Sell |
59,275
-2,019
| -3% | -$82.6K | 0.49% | 47 |
|
|
2024
Q3 | $2.56M | Sell |
61,294
-715
| -1% | -$29.8K | 0.53% | 42 |
|
|
2024
Q2 | $2.44M | Buy |
62,009
+451
| +0.7% | +$17.7K | 0.54% | 41 |
|
|
2024
Q1 | $2.52M | Sell |
61,558
-434
| -0.7% | -$17.8K | 0.59% | 40 |
|
|
2023
Q4 | $2.31M | Sell |
61,992
-3,636
| -6% | -$135K | 0.58% | 40 |
|
|
2023
Q3 | $2.23M | Sell |
65,628
-4,131
| -6% | -$141K | 0.62% | 39 |
|
|
2023
Q2 | $2.44M | Sell |
69,759
-900
| -1% | -$31.4K | 0.64% | 36 |
|
|
2023
Q1 | $2.37M | Sell |
70,659
-2,028
| -3% | -$67.9K | 0.69% | 34 |
|
|
2022
Q4 | $2.43M | Sell |
72,687
-944
| -1% | -$31.6K | 0.78% | 32 |
|
|
2022
Q3 | $2.26M | Buy |
73,631
+163
| +0.2% | +$5K | 0.77% | 29 |
|
|
2022
Q2 | $2.32M | Buy |
+73,468
| New | +$2.32M | 0.74% | 32 |
|