Helen Stephens Group’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
2023
Q2
Sell
-51,766
Closed -$1.73M 69
2023
Q1
$1.73M Hold
51,766
0.9% 26
2022
Q4
$1.73M Hold
51,766
1.03% 23
2022
Q3
$1.53M Hold
51,766
1.07% 21
2022
Q2
$1.64M Buy
+51,766
New +$1.64M 1.16% 18