Dean Jacobson Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,057
| Closed | -$211K | – | 10 |
|
|
2024
Q3 | $211K | Buy |
+5,057
| New | +$211K | 0.16% | 13 |
|
|
2024
Q2 | – | Sell |
-5,057
| Closed | -$207K | – | 13 |
|
|
2024
Q1 | $207K | Buy |
+5,057
| New | +$207K | 0.17% | 12 |
|
|
2023
Q4 | – | Sell |
-7,275
| Closed | -$247K | – | 13 |
|
|
2023
Q3 | $247K | Hold |
7,275
| – | – | 0.23% | 12 |
|
|
2023
Q2 | $251K | Buy |
+7,275
| New | +$251K | 0.23% | 10 |
|