Jackson Thornton Wealth Management’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 | $73.5M | Sell |
1,715,438
-5,275
| -0.3% | -$226K | 8.42% | 3 |
|
|
2025
Q1 | $65.6M | Sell |
1,720,713
-444
| -0% | -$16.9K | 8.71% | 3 |
|
|
2024
Q4 | $70.4M | Sell |
1,721,157
-1,431
| -0.1% | -$58.6K | 8.9% | 3 |
|
|
2024
Q3 | $71.8M | Buy |
1,722,588
+57,112
| +3% | +$2.38M | 9.49% | 3 |
|
|
2024
Q2 | $65.4M | Buy |
1,665,476
+93,298
| +6% | +$3.66M | 10.01% | 3 |
|
|
2024
Q1 | $64.3M | Sell |
1,572,178
-9,059
| -0.6% | -$371K | 10.9% | 3 |
|
|
2023
Q4 | $58.9M | Sell |
1,581,237
-70,577
| -4% | -$2.63M | 10.82% | 3 |
|
|
2023
Q3 | $56.2M | Sell |
1,651,814
-29,294
| -2% | -$997K | 11.64% | 3 |
|
|
2023
Q2 | $58M | Buy |
1,681,108
+99,651
| +6% | +$3.44M | 11.67% | 3 |
|
|
2023
Q1 | $52.9M | Sell |
1,581,457
-12,129
| -0.8% | -$406K | 11.96% | 3 |
|
|
2022
Q4 | $53.4M | Sell |
1,593,586
-5,006
| -0.3% | -$168K | 12.75% | 3 |
|
|
2022
Q3 | $47.3M | Buy |
1,598,592
+88,933
| +6% | +$2.63M | 12.88% | 3 |
|
|
2022
Q2 | $47.7M | Buy |
+1,509,659
| New | +$47.7M | 13.53% | 3 |
|