Falcon Wealth Planning’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
Q3 | $779K | Hold |
|
|||||
|
2025
Q2 | $737K | Sell |
|
|||||
|
2025
Q1 | $728K | Hold |
|
|||||
|
2024
Q4 | $722K | Buy |
|
|||||
|
2024
Q3 | $736K | Buy |
|
|||||
|
2024
Q2 | $693K | Sell |
|
|||||
|
2024
Q1 | $737K | Buy |
|
|||||
|
2023
Q4 | $671K | Buy |
|
|||||
|
2023
Q3 | $613K | Buy |
|
|||||
|
2023
Q2 | $622K | Buy |
|
|||||
|
2023
Q1 | $603K | Buy |
|
|||||
|
2022
Q4 | $603K | Buy |
|
|||||
|
2022
Q3 | $527K | Hold |
|
|||||
|
2022
Q2 | $563K | Buy |
|