EFG
Embree Financial Group’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 | $6.23M | Sell |
147,416
-40,082
| -21% | -$1.69M | 0.94% | 23 |
|
|
2025
Q1 | $7.73M | Sell |
187,498
-33,952
| -15% | -$1.4M | 1.29% | 18 |
|
|
2024
Q4 | $9.06M | Buy |
221,450
+12,129
| +6% | +$496K | 1.55% | 15 |
|
|
2024
Q3 | $8.73M | Buy |
209,321
+14,357
| +7% | +$599K | 1.55% | 15 |
|
|
2024
Q2 | $7.66M | Buy |
194,964
+14,981
| +8% | +$588K | 1.47% | 16 |
|
|
2024
Q1 | $7.36M | Buy |
179,983
+19,788
| +12% | +$809K | 1.44% | 16 |
|
|
2023
Q4 | $5.96M | Buy |
+160,195
| New | +$5.96M | 1.25% | 17 |
|