DWM
Drive 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 | $792K | Sell |
18,724
-547
| -3% | -$23.1K | 0.17% | 109 |
|
2025
Q1 | $794K | Buy |
+19,271
| New | +$794K | 0.19% | 103 |
|
2023
Q2 | – | Sell |
-6,142
| Closed | -$206K | – | 290 |
|
2023
Q1 | $206K | Buy |
6,142
+28
| +0.5% | +$937 | 0.09% | 251 |
|
2022
Q4 | $205K | Buy |
+6,114
| New | +$205K | 0.1% | 218 |
|