FMB Wealth Management’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 | $4.52M | Buy |
107,000
+1,225
| +1% | +$51.8K | 2.15% | 14 |
|
|
2025
Q1 | $4.36M | Hold |
105,775
| – | – | 2.41% | 11 |
|
|
2024
Q4 | $4.33M | Hold |
105,775
| – | – | 2.44% | 13 |
|
|
2024
Q3 | $4.41M | Hold |
105,775
| – | – | 2.49% | 14 |
|
|
2024
Q2 | $4.15M | Sell |
105,775
-1,495
| -1% | -$58.7K | 3.16% | 10 |
|
|
2024
Q1 | $4.39M | Hold |
107,270
| – | – | 3.5% | 10 |
|
|
2023
Q4 | $3.99M | Sell |
107,270
-4,759
| -4% | -$177K | 3.65% | 10 |
|
|
2023
Q3 | $3.81M | Buy |
112,029
+278
| +0.2% | +$9.46K | 4.09% | 8 |
|
|
2023
Q2 | $3.86M | Sell |
111,751
-1,404
| -1% | -$48.4K | 4.09% | 7 |
|
|
2023
Q1 | $3.79M | Buy |
113,155
+48
| +0% | +$1.61K | 4.52% | 6 |
|
|
2022
Q4 | $3.79M | Buy |
+113,107
| New | +$3.79M | 4.87% | 6 |
|