JDH 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
$9.63M Buy
227,770
+12,756
+6% +$539K 7.37% 4
2025
Q1
$8.86M Buy
215,014
+3,749
+2% +$154K 7.6% 4
2024
Q4
$8.64M Buy
+211,265
New +$8.64M 7.58% 4