Gradient Investments’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
$421K Hold
2025
Q2
$399K Hold
2025
Q1
$388K Hold
2024
Q4
$386K Sell
2024
Q3
$402K Buy
2024
Q2
$370K Hold
2024
Q1
$386K Sell
2023
Q4
$353K Buy
2023
Q3
$321K Hold
2023
Q2
$325K Hold
2023
Q1
$316K Hold
2022
Q4
$316K Hold
2022
Q3
$279K Sell
2022
Q2
$315K Buy