Evermay Wealth Management’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
2026 Q1	$61.8K	Hold	1,275	–	–	0.01%	302
2025 Q4	$59.4K	Hold	1,275	–	–	0.01%	307
2025 Q3	$57K	Hold	1,275	–	–	0.01%	318
2025 Q2	$53.9K	Hold	1,275	–	–	0.01%	317
2025 Q1	$52.5K	Sell	1,275 -302	-19%	-$12.7K	0.01%	318
2024 Q4	$64.5K	Hold	1,577	–	–	0.01%	299
2024 Q3	$65.7K	Sell	1,577 -237	-13%	-$9.58K	0.01%	312
2024 Q2	$71.2K	Sell	1,814 -362	-17%	-$14.3K	0.01%	308
2024 Q1	$89K	Hold	2,176	–	–	0.01%	288
2023 Q4	$81K	Sell	2,176 -40	-2%	-$1.38K	0.02%	277
2023 Q3	$75.4K	Hold	2,216	–	–	0.02%	262
2023 Q2	$76.5K	Hold	2,216	–	–	0.01%	265
2023 Q1	$74.2K	Hold	2,216	–	–	0.02%	269
2022 Q4	$74.2K	Hold	2,216	–	–	0.02%	256
2022 Q3	$66K	Hold	2,216	–	–	0.01%	258
2022 Q2	$70K	Buy	+2,216	New	+$73.8K	0.01%	248