FWM
Fortress Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
10,692
+17
| +0.2% | +$719 | 0.22% | 52 |
|
|
2025
Q1 | $440K | Sell |
10,675
-595
| -5% | -$24.5K | 0.23% | 51 |
|
|
2024
Q4 | $461K | Buy |
11,270
+17
| +0.2% | +$696 | 0.22% | 51 |
|
|
2024
Q3 | $469K | Sell |
11,253
-1,003
| -8% | -$41.8K | 0.23% | 48 |
|
|
2024
Q2 | $481K | Sell |
12,256
-100
| -0.8% | -$3.93K | 0.25% | 48 |
|
|
2024
Q1 | $505K | Buy |
12,356
+83
| +0.7% | +$3.4K | 0.26% | 48 |
|
|
2023
Q4 | $457K | Buy |
12,273
+14
| +0.1% | +$521 | 0.25% | 48 |
|
|
2023
Q3 | $417K | Buy |
12,259
+19
| +0.2% | +$646 | 0.27% | 46 |
|
|
2023
Q2 | $422K | Buy |
12,240
+18
| +0.1% | +$621 | 0.27% | 48 |
|
|
2023
Q1 | $409K | Buy |
12,222
+17
| +0.1% | +$569 | 0.29% | 46 |
|
|
2022
Q4 | $409K | Buy |
12,205
+14
| +0.1% | +$469 | 0.34% | 44 |
|
|
2022
Q3 | $361K | Buy |
+12,191
| New | +$361K | 0.37% | 40 |
|