Essential Planning’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $274K | Buy |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $16.6M | Buy |
|
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|
2024
Q3 | $251K | Buy |
|
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $209K | Buy |
|