EP Wealth Advisors’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 | $12.2M | Buy |
288,112
+43,256
| +18% | +$1.83M | 0.08% | 165 |
|
|
2025
Q1 | $10.1M | Sell |
244,856
-10,449
| -4% | -$431K | 0.08% | 149 |
|
|
2024
Q4 | $10.4M | Sell |
255,305
-12,812
| -5% | -$524K | 0.09% | 138 |
|
|
2024
Q3 | $11.2M | Buy |
268,117
+8,445
| +3% | +$352K | 0.1% | 136 |
|
|
2024
Q2 | $10.2M | Buy |
259,672
+1,998
| +0.8% | +$78.5K | 0.11% | 115 |
|
|
2024
Q1 | $10.5M | Sell |
257,674
-7,094
| -3% | -$290K | 0.12% | 104 |
|
|
2023
Q4 | $9.85M | Buy |
264,768
+1,850
| +0.7% | +$68.9K | 0.13% | 105 |
|
|
2023
Q3 | $8.94M | Buy |
262,918
+224,324
| +581% | +$7.63M | 0.14% | 106 |
|
|
2023
Q2 | $9.31M | Hold |
38,594
| – | – | 0.13% | 106 |
|
|
2023
Q1 | $1.71M | Buy |
+38,594
| New | +$1.71M | 0.03% | 237 |
|
|
2022
Q4 | – | Sell |
-287,525
| Closed | -$8.51M | – | 628 |
|
|
2022
Q3 | $8.51M | Sell |
287,525
-3,219
| -1% | -$95.3K | 0.19% | 85 |
|
|
2022
Q2 | $9.19M | Buy |
+290,744
| New | +$9.19M | 0.21% | 80 |
|