IHT Wealth Management’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 | $920K | Buy |
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|
2025
Q2 | $867K | Buy |
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|
2025
Q1 | $842K | Buy |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $870K | Buy |
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|
2024
Q2 | $817K | Buy |
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|
2024
Q1 | $848K | Buy |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $684K | Buy |
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|
2022
Q4 | $681K | Sell |
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|
2022
Q3 | $619K | Buy |
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|
2022
Q2 | $637K | Buy |
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