Heritage Investment Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6M | Sell |
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|
2025
Q1 | $39M | Sell |
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|
2024
Q4 | $39.7M | Sell |
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|
2024
Q3 | $41.2M | Sell |
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|
2024
Q2 | $39.4M | Sell |
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|
2024
Q1 | $41.4M | Sell |
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|
2023
Q4 | $38M | Sell |
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|
2023
Q3 | $35M | Sell |
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|
2023
Q2 | $35.8M | Sell |
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|
2023
Q1 | $35.6M | Sell |
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|
2022
Q4 | $36M | Sell |
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|
2022
Q3 | $33M | Sell |
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|
2022
Q2 | $35.4M | Buy |
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