Elser Financial Planning’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	$310K	Hold	7,327	–	–	0.39%	52
2025 Q1	$302K	Sell	7,327 -978,212	-99%	-$40.3M	0.42%	46
2024 Q4	$40.3M	Buy	985,539 +978,212	+13,351%	+$40M	2.41%	7
2024 Q3	$305K	Sell	7,327 -944,876	-99%	-$39.4M	0.44%	43
2024 Q2	$37.4M	Buy	+952,203	New	+$37.4M	6.25%	6