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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$335K	Hold
2025 Q2	$317K	Hold
2025 Q1	$309K	Hold
2024 Q4	$307K	Hold
2024 Q3	$312K	Hold
2024 Q2	$294K	Hold
2024 Q1	$306K	Buy