EWM
Empirical 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 | $115M | Sell |
2,730,157
-31,877
| -1% | -$1.35M | 2.61% | 9 |
|
|
2025
Q1 | $114M | Buy |
2,762,034
+126,746
| +5% | +$5.22M | 2.93% | 6 |
|
|
2024
Q4 | $108M | Buy |
2,635,288
+160,394
| +6% | +$6.56M | 2.93% | 6 |
|
|
2024
Q3 | $103M | Buy |
2,474,894
+234,926
| +10% | +$9.79M | 2.89% | 6 |
|
|
2024
Q2 | $88M | Buy |
2,239,968
+104,332
| +5% | +$4.1M | 2.61% | 9 |
|
|
2024
Q1 | $87.3M | Buy |
2,135,636
+70,350
| +3% | +$2.88M | 2.64% | 8 |
|
|
2023
Q4 | $76.9M | Buy |
2,065,286
+192,668
| +10% | +$7.17M | 2.55% | 11 |
|
|
2023
Q3 | $63.7M | Buy |
1,872,618
+93,175
| +5% | +$3.17M | 2.5% | 10 |
|
|
2023
Q2 | $61.4M | Sell |
1,779,443
-14,694
| -0.8% | -$507K | 2.47% | 10 |
|
|
2023
Q1 | $60.1M | Buy |
1,794,137
+48,066
| +3% | +$1.61M | 2.61% | 9 |
|
|
2022
Q4 | $58.5M | Buy |
1,746,071
+5,429
| +0.3% | +$182K | 2.75% | 7 |
|
|
2022
Q3 | $51.5M | Sell |
1,740,642
-11,979
| -0.7% | -$355K | 2.7% | 6 |
|
|
2022
Q2 | $55.4M | Buy |
+1,752,621
| New | +$55.4M | 2.91% | 5 |
|