IFWM
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Institute for Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Institute for Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$317K Hold
7,491
– – 0.04% 420
2025
Q1 		$309K Hold
7,491
– – 0.04% 407
2024
Q4 		$307K Hold
7,491
– – 0.04% 393
2024
Q3 		$312K Hold
7,491
– – 0.04% 407
2024
Q2 		$294K Hold
7,491
– – 0.04% 389
2024
Q1 		$306K Buy
+7,491
New +$306K 0.04% 380