Intelligent Financial Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
110,788
-2,645
| -2% | -$112K | 2.49% | 7 |
|
|
2025
Q1 | $4.67M | Sell |
113,433
-1,650
| -1% | -$68K | 2.44% | 6 |
|
|
2024
Q4 | $4.71M | Sell |
115,083
-1,550
| -1% | -$63.4K | 2.61% | 6 |
|
|
2024
Q3 | $4.86M | Sell |
116,633
-2,848
| -2% | -$119K | 2.68% | 5 |
|
|
2024
Q2 | $4.69M | Sell |
119,481
-1,246
| -1% | -$48.9K | 2.89% | 5 |
|
|
2024
Q1 | $4.94M | Sell |
120,727
-2,819
| -2% | -$115K | 3.06% | 5 |
|
|
2023
Q4 | $4.6M | Sell |
123,546
-1,291
| -1% | -$48.1K | 3.22% | 6 |
|
|
2023
Q3 | $4.25M | Sell |
124,837
-699
| -0.6% | -$23.8K | 3.15% | 6 |
|
|
2023
Q2 | $4.33M | Sell |
125,536
-3,337
| -3% | -$115K | 3.16% | 6 |
|
|
2023
Q1 | $4.31M | Sell |
128,873
-6,142
| -5% | -$206K | 3.38% | 6 |
|
|
2022
Q4 | $4.52M | Sell |
135,015
-844
| -0.6% | -$28.3K | 3.81% | 6 |
|
|
2022
Q3 | $4.02M | Sell |
135,859
-7,956
| -6% | -$236K | 4.22% | 5 |
|
|
2022
Q2 | $4.55M | Buy |
+143,815
| New | +$4.55M | 4.62% | 6 |
|