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Geneos Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Geneos Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$52K Sell
1,231
-18,739
-94% -$792K ﹤0.01% 1550
2025
Q1 		$823K Buy
19,970
+9,985
+100% +$411K 0.01% 733
2024
Q4 		$409K Buy
+9,985
New +$409K 0.01% 634