GWM
GDS 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 | $359K | Sell |
8,481
-2,004
| -19% | -$84.7K | 0.03% | 133 |
|
|
2025
Q1 | $432K | Hold |
10,485
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $429K | Sell |
10,485
-1
| -0% | -$41 | 0.04% | 121 |
|
|
2024
Q3 | $437K | Hold |
10,486
| – | – | 0.04% | 116 |
|
|
2024
Q2 | $412K | Hold |
10,486
| – | – | 0.05% | 93 |
|
|
2024
Q1 | $429K | Hold |
10,486
| – | – | 0.05% | 94 |
|
|
2023
Q4 | $390K | Hold |
10,486
| – | – | 0.05% | 97 |
|
|
2023
Q3 | $357K | Hold |
10,486
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $362K | Sell |
10,486
-41
| -0.4% | -$1.42K | 0.06% | 94 |
|
|
2023
Q1 | $352K | Buy |
10,527
+2,045
| +24% | +$68.5K | 0.06% | 90 |
|
|
2022
Q4 | $284K | Buy |
+8,482
| New | +$284K | 0.05% | 100 |
|