EnRich Financial Partners’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 | $5.77M | Sell |
136,489
-2,689
| -2% | -$114K | 1.77% | 16 |
|
|
2025
Q1 | $5.74M | Sell |
139,178
-1,590
| -1% | -$65.5K | 1.93% | 15 |
|
|
2024
Q4 | $5.76M | Sell |
140,768
-1,087
| -0.8% | -$44.5K | 1.92% | 16 |
|
|
2024
Q3 | $5.91M | Sell |
141,855
-203
| -0.1% | -$8.46K | 1.98% | 15 |
|
|
2024
Q2 | $5.58M | Sell |
142,058
-641
| -0.4% | -$25.2K | 2.05% | 15 |
|
|
2024
Q1 | $5.84M | Sell |
142,699
-2,111
| -1% | -$86.3K | 2.19% | 15 |
|
|
2023
Q4 | $5.39M | Buy |
+144,810
| New | +$5.39M | 2.25% | 15 |
|