FSM Wealth Advisors’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 | $608K | Buy |
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|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $498K | Hold |
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|
2023
Q1 | $478K | Hold |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $370K | Buy |
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