IHT Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $867K | Buy |
20,509
+72
| +0.4% | +$3.04K | 0.02% | 532 |
|
2025
Q1 | $842K | Buy |
20,437
+61
| +0.3% | +$2.51K | 0.03% | 515 |
|
2024
Q4 | $834K | Sell |
20,376
-499
| -2% | -$20.4K | 0.03% | 516 |
|
2024
Q3 | $870K | Buy |
20,875
+64
| +0.3% | +$2.67K | 0.02% | 535 |
|
2024
Q2 | $817K | Buy |
20,811
+80
| +0.4% | +$3.14K | 0.03% | 482 |
|
2024
Q1 | $848K | Buy |
20,731
+63
| +0.3% | +$2.58K | 0.03% | 473 |
|
2023
Q4 | $769K | Buy |
20,668
+69
| +0.3% | +$2.57K | 0.03% | 464 |
|
2023
Q3 | $701K | Buy |
20,599
+90
| +0.4% | +$3.06K | 0.04% | 449 |
|
2023
Q2 | $708K | Buy |
20,509
+88
| +0.4% | +$3.04K | 0.04% | 433 |
|
2023
Q1 | $684K | Buy |
20,421
+81
| +0.4% | +$2.71K | 0.04% | 414 |
|
2022
Q4 | $681K | Sell |
20,340
-575
| -3% | -$19.3K | 0.04% | 395 |
|
2022
Q3 | $619K | Buy |
20,915
+750
| +4% | +$22.2K | 0.05% | 393 |
|
2022
Q2 | $637K | Buy |
+20,165
| New | +$637K | 0.06% | 325 |
|