Joel Isaacson & Co’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 | $304K | Hold |
7,188
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $296K | Hold |
7,188
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $294K | Hold |
7,188
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $300K | Hold |
7,188
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $282K | Hold |
7,188
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $294K | Hold |
7,188
| – | – | 0.02% | 280 |
|
|
2023
Q4 | $268K | Hold |
7,188
| – | – | 0.02% | 266 |
|
|
2023
Q3 | $245K | Hold |
7,188
| – | – | 0.02% | 271 |
|
|
2023
Q2 | $248K | Hold |
7,188
| – | – | 0.02% | 282 |
|
|
2023
Q1 | $241K | Buy |
7,188
+885
| +14% | +$29.6K | 0.02% | 283 |
|
|
2022
Q4 | $211K | Buy |
+6,303
| New | +$211K | 0.02% | 297 |
|