DWM
Dopkins Wealth Management’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 | $19.2M | Buy |
453,430
+2,835
| +0.6% | +$120K | 8.6% | 2 |
|
|
2025
Q1 | $18.6M | Buy |
450,595
+4,037
| +0.9% | +$166K | 9.44% | 2 |
|
|
2024
Q4 | $18.3M | Buy |
446,558
+165,459
| +59% | +$6.77M | 9.31% | 2 |
|
|
2024
Q3 | $11.7M | Sell |
281,099
-149,355
| -35% | -$6.23M | 9.46% | 3 |
|
|
2024
Q2 | $16.9M | Sell |
430,454
-9,671
| -2% | -$380K | 10.28% | 3 |
|
|
2024
Q1 | $18M | Buy |
440,125
+23,701
| +6% | +$969K | 10.84% | 3 |
|
|
2023
Q4 | $15.5M | Sell |
416,424
-7,459
| -2% | -$278K | 12.06% | 3 |
|
|
2023
Q3 | $14.4M | Buy |
423,883
+39,935
| +10% | +$1.36M | 10.92% | 3 |
|
|
2023
Q2 | $13.2M | Buy |
383,948
+5,345
| +1% | +$184K | 11.8% | 3 |
|
|
2023
Q1 | $12.7M | Sell |
378,603
-12,494
| -3% | -$418K | 11.87% | 3 |
|
|
2022
Q4 | $13.1M | Buy |
391,097
+13,921
| +4% | +$466K | 11.53% | 3 |
|
|
2022
Q3 | $11.2M | Sell |
377,176
-5,322
| -1% | -$158K | 12.51% | 3 |
|
|
2022
Q2 | $12.1M | Buy |
+382,498
| New | +$12.1M | 13.05% | 3 |
|