Delap Wealth Advisory’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 | $711K | Sell |
16,821
-843
| -5% | -$35.6K | 0.34% | 37 |
|
|
2025
Q1 | $728K | Hold |
17,664
| – | – | 0.41% | 37 |
|
|
2024
Q4 | $723K | Hold |
17,664
| – | – | 0.43% | 34 |
|
|
2024
Q3 | $736K | Sell |
17,664
-17,664
| -50% | -$736K | 0.47% | 32 |
|
|
2024
Q2 | $1.39M | Buy |
35,328
+17,664
| +100% | +$694K | 0.64% | 25 |
|
|
2024
Q1 | $722K | Hold |
17,664
| – | – | 0.29% | 50 |
|
|
2023
Q4 | $657K | Buy |
17,664
+207
| +1% | +$7.71K | 0.3% | 42 |
|
|
2023
Q3 | $594K | Hold |
17,457
| – | – | 0.57% | 28 |
|
|
2023
Q2 | $602K | Hold |
17,457
| – | – | 0.59% | 25 |
|
|
2023
Q1 | $584K | Sell |
17,457
-464
| -3% | -$15.5K | 0.6% | 28 |
|
|
2022
Q4 | $600K | Buy |
+17,921
| New | +$600K | 0.63% | 30 |
|