Forum Financial 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 | $51M | Sell |
1,206,382
-8,412
| -0.7% | -$356K | 0.78% | 15 |
|
|
2025
Q1 | $50.1M | Sell |
1,214,794
-112,675
| -8% | -$4.64M | 0.83% | 14 |
|
|
2024
Q4 | $54.3M | Buy |
1,327,469
+105,266
| +9% | +$4.31M | 0.9% | 14 |
|
|
2024
Q3 | $51M | Sell |
1,222,203
-38,664
| -3% | -$1.61M | 0.85% | 14 |
|
|
2024
Q2 | $49.5M | Sell |
1,260,867
-140,669
| -10% | -$5.52M | 0.9% | 14 |
|
|
2024
Q1 | $57.3M | Sell |
1,401,536
-40,531
| -3% | -$1.66M | 0.98% | 13 |
|
|
2023
Q4 | $53.7M | Sell |
1,442,067
-27,834
| -2% | -$1.04M | 1.01% | 13 |
|
|
2023
Q3 | $50M | Sell |
1,469,901
-18,230
| -1% | -$620K | 1.11% | 13 |
|
|
2023
Q2 | $51.3M | Sell |
1,488,131
-33,237
| -2% | -$1.15M | 1.15% | 13 |
|
|
2023
Q1 | $50.9M | Sell |
1,521,368
-8,903
| -0.6% | -$298K | 1.47% | 13 |
|
|
2022
Q4 | $51.2M | Buy |
1,530,271
+157,355
| +11% | +$5.27M | 1.69% | 10 |
|
|
2022
Q3 | $40.7M | Buy |
1,372,916
+18,465
| +1% | +$547K | 1.96% | 9 |
|
|
2022
Q2 | $42.8M | Buy |
+1,354,451
| New | +$42.8M | 2.16% | 7 |
|