Family CFO’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 | $2.25M | Buy |
53,193
+3,739
| +8% | +$158K | 1.13% | 16 |
|
|
2025
Q1 | $2.04M | Buy |
49,454
+2,776
| +6% | +$114K | 1.12% | 16 |
|
|
2024
Q4 | $1.91M | Buy |
46,678
+7,924
| +20% | +$324K | 1.05% | 16 |
|
|
2024
Q3 | $1.62M | Buy |
38,754
+563
| +1% | +$23.5K | 0.91% | 20 |
|
|
2024
Q2 | $1.5M | Sell |
38,191
-61
| -0.2% | -$2.4K | 0.92% | 19 |
|
|
2024
Q1 | $1.56M | Buy |
38,252
+230
| +0.6% | +$9.41K | 0.97% | 19 |
|
|
2023
Q4 | $1.42M | Buy |
38,022
+8,776
| +30% | +$327K | 0.91% | 19 |
|
|
2023
Q3 | $995K | Buy |
29,246
+6,113
| +26% | +$208K | 0.72% | 20 |
|
|
2023
Q2 | $798K | Buy |
23,133
+968
| +4% | +$33.4K | 0.56% | 21 |
|
|
2023
Q1 | $742K | Buy |
22,165
+2,147
| +11% | +$71.9K | 0.57% | 21 |
|
|
2022
Q4 | $670K | Buy |
20,018
+9,456
| +90% | +$317K | 0.6% | 19 |
|
|
2022
Q3 | $313K | Hold |
10,562
| – | – | 0.33% | 22 |
|
|
2022
Q2 | $334K | Buy |
+10,562
| New | +$334K | 0.36% | 23 |
|