Forum Financial 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 | $53.7M | Sell |
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|
2025
Q2 | $51M | Sell |
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|
2025
Q1 | $50.1M | Sell |
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|
2024
Q4 | $54.3M | Buy |
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|
2024
Q3 | $51M | Sell |
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|
2024
Q2 | $49.5M | Sell |
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|
2024
Q1 | $57.3M | Sell |
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|
2023
Q4 | $53.7M | Sell |
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|
2023
Q3 | $50M | Sell |
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|
2023
Q2 | $51.3M | Sell |
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|
2023
Q1 | $50.9M | Sell |
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|
2022
Q4 | $51.2M | Buy |
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|
2022
Q3 | $40.7M | Buy |
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|
2022
Q2 | $42.8M | Buy |
|