DI
Disciplined Investments’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 | $2.84M | Buy |
67,289
+835
| +1% | +$35.3K | 1.2% | 29 |
|
|
2025
Q1 | $2.74M | Sell |
66,454
-3,122
| -4% | -$129K | 1.26% | 26 |
|
|
2024
Q4 | $2.85M | Sell |
69,576
-1,103
| -2% | -$45.1K | 1.4% | 22 |
|
|
2024
Q3 | $2.95M | Sell |
70,679
-911
| -1% | -$38K | 1.45% | 25 |
|
|
2024
Q2 | $2.81M | Buy |
71,590
+360
| +0.5% | +$14.1K | 1.5% | 21 |
|
|
2024
Q1 | $2.91M | Buy |
71,230
+7
| +0% | +$286 | 1.59% | 21 |
|
|
2023
Q4 | $2.65M | Sell |
71,223
-2,913
| -4% | -$108K | 1.55% | 23 |
|
|
2023
Q3 | $2.52M | Sell |
74,136
-20,486
| -22% | -$697K | 1.53% | 23 |
|
|
2023
Q2 | $3.26M | Sell |
94,622
-14,707
| -13% | -$507K | 1.74% | 16 |
|
|
2023
Q1 | $3.66M | Sell |
109,329
-3,145
| -3% | -$105K | 1.54% | 18 |
|
|
2022
Q4 | $3.77M | Buy |
112,474
+11,141
| +11% | +$373K | 1.84% | 17 |
|
|
2022
Q3 | $3M | Buy |
101,333
+26,434
| +35% | +$783K | 1.38% | 24 |
|
|
2022
Q2 | $2.37M | Buy |
+74,899
| New | +$2.37M | 1.07% | 28 |
|