DHJJ Financial Advisors’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 | $157K | Hold |
3,711
| – | – | 0.06% | 196 |
|
|
2025
Q1 | $153K | Hold |
3,711
| – | – | 0.06% | 178 |
|
|
2024
Q4 | $152K | Hold |
3,711
| – | – | 0.06% | 178 |
|
|
2024
Q3 | $155K | Hold |
3,711
| – | – | 0.06% | 169 |
|
|
2024
Q2 | $146K | Sell |
3,711
-738
| -17% | -$29K | 0.06% | 167 |
|
|
2024
Q1 | $182K | Sell |
4,449
-250
| -5% | -$10.2K | 0.08% | 148 |
|
|
2023
Q4 | $175K | Hold |
4,699
| – | – | 0.08% | 146 |
|
|
2023
Q3 | $160K | Buy |
+4,699
| New | +$160K | 0.08% | 144 |
|