Hill Investment Group Partners’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
Q1 | – | Sell |
-336,529
| Closed | -$13.8M | – | 56 |
|
|
2024
Q4 | $13.8M | Sell |
336,529
-72,808
| -18% | -$2.98M | 1.85% | 13 |
|
|
2024
Q3 | $16M | Buy |
409,337
+124
| +0% | +$4.85K | 2.23% | 13 |
|
|
2024
Q2 | $16.6M | Buy |
409,213
+11,109
| +3% | +$450K | 2.23% | 13 |
|
|
2024
Q1 | $16.3M | Sell |
398,104
-10,211
| -3% | -$418K | 2.3% | 13 |
|
|
2023
Q4 | $15.2M | Sell |
408,315
-7,538
| -2% | -$281K | 2.24% | 12 |
|
|
2023
Q3 | $14.1M | Sell |
415,853
-2,532
| -0.6% | -$86.1K | 2.35% | 12 |
|
|
2023
Q2 | $14.4M | Sell |
418,385
-16,598
| -4% | -$573K | 2.6% | 12 |
|
|
2023
Q1 | $14.6M | Sell |
434,983
-19,826
| -4% | -$664K | 2.86% | 12 |
|
|
2022
Q4 | $15.2M | Sell |
454,809
-7,891
| -2% | -$264K | 3.68% | 11 |
|
|
2022
Q3 | $13.7M | Sell |
462,700
-473
| -0.1% | -$14K | 3.95% | 11 |
|
|
2022
Q2 | $14.6M | Buy |
+463,173
| New | +$14.6M | 4.08% | 11 |
|