Ironwood Financial’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 | $374K | Hold |
9,070
| – | – | 0.08% | 119 |
|
|
2025
Q1 | $374K | Sell |
9,070
-200
| -2% | -$8.24K | 0.08% | 119 |
|
|
2024
Q4 | $379K | Hold |
9,270
| – | – | 0.08% | 116 |
|
|
2024
Q3 | $386K | Hold |
9,270
| – | – | 0.08% | 115 |
|
|
2024
Q2 | $364K | Hold |
9,270
| – | – | 0.08% | 118 |
|
|
2024
Q1 | $379K | Hold |
9,270
| – | – | 0.09% | 119 |
|
|
2023
Q4 | $345K | Sell |
9,270
-547
| -6% | -$20.4K | 0.08% | 117 |
|
|
2023
Q3 | $334K | Sell |
9,817
-100
| -1% | -$3.4K | 0.09% | 109 |
|
|
2023
Q2 | $342K | Hold |
9,917
| – | – | 0.09% | 112 |
|
|
2023
Q1 | $332K | Hold |
9,917
| – | – | 0.09% | 113 |
|
|
2022
Q4 | $332K | Hold |
9,917
| – | – | 0.1% | 114 |
|
|
2022
Q3 | $294K | Hold |
9,917
| – | – | 0.1% | 97 |
|
|
2022
Q2 | $313K | Buy |
+9,917
| New | +$313K | 0.1% | 96 |
|