Householder Group Estate & Retirement Specialist’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
2024
Q4
$170K Buy
4,172
+278
+7% +$11.3K 0.13% 110
2024
Q3
$162K Buy
+3,894
New +$162K 0.05% 281
2024
Q1
Sell
-10,838
Closed -$403K 1282
2023
Q4
$403K Buy
+10,838
New +$403K 0.13% 145