Essential 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 | $258K | Buy |
6,104
+29
| +0.5% | +$1.23K | 0.1% | 76 |
|
|
2025
Q1 | $250K | Sell |
6,075
-385,758
| -98% | -$15.9M | 0.1% | 72 |
|
|
2024
Q4 | $16.6M | Buy |
391,833
+385,808
| +6,403% | +$16.4M | 0.11% | 65 |
|
|
2024
Q3 | $251K | Buy |
6,025
+26
| +0.4% | +$1.08K | 0.1% | 72 |
|
|
2024
Q2 | $236K | Buy |
5,999
+48
| +0.8% | +$1.89K | 0.1% | 63 |
|
|
2024
Q1 | $222K | Hold |
5,951
| – | – | 0.11% | 58 |
|
|
2023
Q4 | $222K | Buy |
5,951
+23
| +0.4% | +$856 | 0.11% | 57 |
|
|
2023
Q3 | $202K | Buy |
5,928
+30
| +0.5% | +$1.02K | 0.11% | 58 |
|
|
2023
Q2 | $203K | Sell |
5,898
-358
| -6% | -$12.4K | 0.12% | 57 |
|
|
2023
Q1 | $209K | Buy |
+6,256
| New | +$209K | 0.13% | 50 |
|