IEQ Capital’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
$2.12M Sell
2025
Q2
$2.19M Buy
2025
Q1
$1.33M Buy
2024
Q4
$1.17M Buy
2024
Q3
$1.19M Buy
2024
Q2
$1.12M Buy
2024
Q1
$745K Sell
2023
Q4
$697K Buy
2023
Q3
$306K Hold
2023
Q2
$310K Hold
2023
Q1
$301K Hold
2022
Q4
$301K Hold
2022
Q3
$266K Hold
2022
Q2
$284K Buy