Evoke Wealth’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 | $766K | Hold |
18,118
| – | – | 0.02% | 262 |
|
|
2025
Q1 | $747K | Hold |
18,118
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $741K | Hold |
18,118
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $755K | Buy |
18,118
+10,777
| +147% | +$449K | 0.02% | 206 |
|
|
2024
Q2 | $288K | Sell |
7,341
-10,777
| -59% | -$423K | 0.34% | 58 |
|
|
2024
Q1 | $741K | Buy |
18,118
+10,777
| +147% | +$441K | 0.02% | 200 |
|
|
2023
Q4 | $273K | Hold |
7,341
| – | – | 0.44% | 52 |
|
|
2023
Q3 | $250K | Hold |
7,341
| – | – | 0.01% | 325 |
|
|
2023
Q2 | $253K | Hold |
7,341
| – | – | 0.01% | 310 |
|
|
2023
Q1 | $246K | Hold |
7,341
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $246K | Hold |
7,341
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $217K | Hold |
7,341
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $232K | Buy |
+7,341
| New | +$232K | 0.01% | 295 |
|