Global Retirement Partners’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 | $1.94M | Buy |
+45,889
| New | +$1.94M | 0.05% | 348 |
|
|
2024
Q4 | $1.79M | Buy |
43,798
+2,804
| +7% | +$115K | 0.05% | 323 |
|
|
2024
Q3 | $1.71M | Buy |
40,994
+6
| +0% | +$250 | 0.05% | 323 |
|
|
2024
Q2 | $1.61M | Sell |
40,988
-943
| -2% | -$37K | 0.05% | 311 |
|
|
2024
Q1 | $1.71M | Buy |
41,931
+955
| +2% | +$39.1K | 0.06% | 255 |
|
|
2023
Q4 | $1.49M | Buy |
40,976
+6
| +0% | +$219 | 0.06% | 263 |
|
|
2023
Q3 | $1.36M | Sell |
40,970
-867
| -2% | -$28.8K | 0.07% | 257 |
|
|
2023
Q2 | $1.44M | Buy |
41,837
+8
| +0% | +$276 | 0.07% | 250 |
|
|
2023
Q1 | $1.37M | Buy |
41,829
+462
| +1% | +$15.2K | 0.07% | 249 |
|
|
2022
Q4 | $1.38M | Sell |
41,367
-100
| -0.2% | -$3.35K | 0.1% | 212 |
|
|
2022
Q3 | $1.39M | Sell |
41,467
-1,231
| -3% | -$41.2K | 0.11% | 200 |
|
|
2022
Q2 | $1.35M | Buy |
+42,698
| New | +$1.35M | 0.11% | 198 |
|