Grunden Financial Advisory’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 | $16M | Sell |
378,925
-4,929
| -1% | -$208K | 7.07% | 5 |
|
|
2025
Q1 | $15.8M | Sell |
383,854
-16,591
| -4% | -$684K | 7.68% | 5 |
|
|
2024
Q4 | $16.4M | Sell |
400,445
-3,219
| -0.8% | -$132K | 7.91% | 5 |
|
|
2024
Q3 | $16.8M | Buy |
403,664
+5,574
| +1% | +$232K | 8.26% | 5 |
|
|
2024
Q2 | $15.6M | Buy |
398,090
+678
| +0.2% | +$26.6K | 8.16% | 5 |
|
|
2024
Q1 | $16.3M | Sell |
397,412
-6,095
| -2% | -$249K | 8.64% | 5 |
|
|
2023
Q4 | $15M | Buy |
+403,507
| New | +$15M | 8.44% | 5 |
|