HWM
Hemington 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 | $4.99M | Hold |
117,940
| – | – | 0.72% | 18 |
|
|
2025
Q1 | $4.86M | Sell |
117,940
-3,494
| -3% | -$144K | 0.75% | 18 |
|
|
2024
Q4 | $4.97M | Sell |
121,434
-66
| -0.1% | -$2.7K | 1.25% | 15 |
|
|
2024
Q3 | $5.03M | Sell |
121,500
-3,307
| -3% | -$137K | 1.35% | 15 |
|
|
2024
Q2 | $4.9M | Sell |
124,807
-521
| -0.4% | -$20.5K | 1.65% | 12 |
|
|
2024
Q1 | $5.13M | Sell |
125,328
-415
| -0.3% | -$17K | 1.86% | 11 |
|
|
2023
Q4 | $4.68M | Sell |
125,743
-1,139
| -0.9% | -$42.4K | 1.81% | 11 |
|
|
2023
Q3 | $4.32M | Sell |
126,882
-32,228
| -20% | -$1.1M | 2.05% | 10 |
|
|
2023
Q2 | $5.49M | Sell |
159,110
-18,602
| -10% | -$642K | 2.22% | 8 |
|
|
2023
Q1 | $5.95M | Sell |
177,712
-1,593
| -0.9% | -$53.3K | 2.4% | 8 |
|
|
2022
Q4 | $6M | Buy |
179,305
+10,979
| +7% | +$368K | 2.58% | 8 |
|
|
2022
Q3 | $4.98M | Buy |
+168,326
| New | +$4.98M | 2.18% | 10 |
|