First Western Trust Bank’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 | $375K | Sell |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $447K | Hold |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $735K | Sell |
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|
2022
Q4 | $825K | Sell |
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|
2022
Q3 | $930K | Sell |
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|
2022
Q2 | $1.15M | Buy |
|