HMV Wealth Advisors’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
$3.89M Buy
92,068
+18,228
+25% +$771K 2.55% 12
2025
Q1
$3.04M Sell
73,840
-2,476
-3% -$102K 2.41% 13
2024
Q4
$3.12M Buy
+76,316
New +$3.12M 3.13% 9