Grand Wealth Management’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 | $151K | Hold |
3,581
| – | – | 0.08% | 45 |
|
|
2025
Q1 | $148K | Sell |
3,581
-69
| -2% | -$2.84K | 0.08% | 39 |
|
|
2024
Q4 | $149K | Sell |
3,650
-94
| -3% | -$3.85K | 0.08% | 39 |
|
|
2024
Q3 | $156K | Hold |
3,744
| – | – | 0.09% | 39 |
|
|
2024
Q2 | $147K | Sell |
3,744
-62,156
| -94% | -$2.44M | 0.09% | 39 |
|
|
2024
Q1 | $2.7M | Hold |
65,900
| – | – | 1.29% | 17 |
|
|
2023
Q4 | $2.45M | Hold |
65,900
| – | – | 1.33% | 16 |
|
|
2023
Q3 | $2.24M | Sell |
65,900
-1,848
| -3% | -$62.9K | 1.37% | 17 |
|
|
2023
Q2 | $2.34M | Sell |
67,748
-390
| -0.6% | -$13.5K | 1.39% | 17 |
|
|
2023
Q1 | $2.28M | Sell |
68,138
-485
| -0.7% | -$16.2K | 1.37% | 18 |
|
|
2022
Q4 | $2.3M | Sell |
68,623
-1,442
| -2% | -$48.3K | 1.43% | 14 |
|
|
2022
Q3 | $2.08M | Hold |
70,065
| – | – | 1.09% | 17 |
|
|
2022
Q2 | $2.21M | Buy |
+70,065
| New | +$2.21M | 1.13% | 14 |
|