Evensky & Katz’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 | $4.96M | Sell |
117,279
-2,431
| -2% | -$103K | 0.3% | 27 |
|
|
2025
Q1 | $4.93M | Sell |
119,710
-2,044
| -2% | -$84.2K | 0.33% | 28 |
|
|
2024
Q4 | $4.98M | Sell |
121,754
-151
| -0.1% | -$6.18K | 0.33% | 26 |
|
|
2024
Q3 | $5.08M | Sell |
121,905
-1,255
| -1% | -$52.3K | 0.33% | 26 |
|
|
2024
Q2 | $4.84M | Sell |
123,160
-139
| -0.1% | -$5.46K | 0.34% | 26 |
|
|
2024
Q1 | $5.04M | Sell |
123,299
-1,634
| -1% | -$66.8K | 0.36% | 28 |
|
|
2023
Q4 | $4.65M | Buy |
124,933
+99
| +0.1% | +$3.69K | 0.35% | 27 |
|
|
2023
Q3 | $4.25M | Sell |
124,834
-4,434
| -3% | -$151K | 0.36% | 26 |
|
|
2023
Q2 | $4.46M | Sell |
129,268
-3,136
| -2% | -$108K | 0.34% | 28 |
|
|
2023
Q1 | $4.43M | Buy |
132,404
+3,344
| +3% | +$112K | 0.36% | 29 |
|
|
2022
Q4 | $4.32M | Sell |
129,060
-2,852
| -2% | -$95.5K | 0.39% | 29 |
|
|
2022
Q3 | $3.91M | Buy |
+131,912
| New | +$3.91M | 0.46% | 27 |
|