Holt Capital Partners’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
Q3 | $334K | Hold |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $361K | Buy |
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