EWM
Evermay Wealth Management’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 | $53.9K | Hold |
1,275
| – | – | 0.01% | 317 |
|
|
2025
Q1 | $52.5K | Sell |
1,275
-302
| -19% | -$12.4K | 0.01% | 318 |
|
|
2024
Q4 | $64.5K | Hold |
1,577
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $65.7K | Sell |
1,577
-237
| -13% | -$9.88K | 0.01% | 312 |
|
|
2024
Q2 | $71.2K | Sell |
1,814
-362
| -17% | -$14.2K | 0.01% | 308 |
|
|
2024
Q1 | $89K | Hold |
2,176
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $81K | Sell |
2,176
-40
| -2% | -$1.49K | 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 | +$70K | 0.01% | 248 |
|