Delap Wealth Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $752K | Hold |
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|
2025
Q2 | $711K | Sell |
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|
2025
Q1 | $728K | Hold |
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|
2024
Q4 | $723K | Hold |
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|
2024
Q3 | $736K | Sell |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $722K | Hold |
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|
2023
Q4 | $657K | Buy |
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|
2023
Q3 | $594K | Hold |
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|
2023
Q2 | $602K | Hold |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $600K | Buy |
|