GWM
GSB Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
6,646
| – | – | 0.07% | 192 |
|
|
2025
Q1 | $274K | Sell |
6,646
-145
| -2% | -$5.98K | 0.07% | 178 |
|
|
2024
Q4 | $278K | Sell |
6,791
-20
| -0.3% | -$818 | 0.07% | 184 |
|
|
2024
Q3 | $284K | Hold |
6,811
| – | – | 0.07% | 184 |
|
|
2024
Q2 | $267K | Sell |
6,811
-191
| -3% | -$7.5K | 0.07% | 189 |
|
|
2024
Q1 | $286K | Hold |
7,002
| – | – | 0.08% | 181 |
|
|
2023
Q4 | $261K | Hold |
7,002
| – | – | 0.08% | 182 |
|
|
2023
Q3 | $238K | Hold |
7,002
| – | – | 0.08% | 182 |
|
|
2023
Q2 | $242K | Hold |
7,002
| – | – | 0.08% | 185 |
|
|
2023
Q1 | $234K | Hold |
7,002
| – | – | 0.08% | 191 |
|
|
2022
Q4 | $234K | Hold |
7,002
| – | – | 0.08% | 181 |
|
|
2022
Q3 | $207K | Buy |
+7,002
| New | +$207K | 0.08% | 192 |
|