Fortress Wealth Management’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
$479K Buy
2025
Q2
$452K Buy
2025
Q1
$440K Sell
2024
Q4
$461K Buy
2024
Q3
$469K Sell
2024
Q2
$481K Sell
2024
Q1
$505K Buy
2023
Q4
$457K Buy
2023
Q3
$417K Buy
2023
Q2
$422K Buy
2023
Q1
$409K Buy
2022
Q4
$409K Buy
2022
Q3
$361K Buy