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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Hold |
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|
2025
Q1 | $52.5K | Sell |
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|
2024
Q4 | $64.5K | Hold |
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|
2024
Q3 | $65.7K | Sell |
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|
2024
Q2 | $71.2K | Sell |
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|
2024
Q1 | $89K | Hold |
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|
2023
Q4 | $81K | Sell |
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|
2023
Q3 | $75.4K | Hold |
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|
2023
Q2 | $76.5K | Hold |
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|
2023
Q1 | $74.2K | Hold |
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|
2022
Q4 | $74.2K | Hold |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $70K | Buy |
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