Jones Financial Companies’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 | $6.18M | Buy |
146,694
+16,348
| +13% | +$689K | ﹤0.01% | 446 |
|
|
2025
Q1 | $5.33M | Buy |
130,346
+34,282
| +36% | +$1.4M | ﹤0.01% | 412 |
|
|
2024
Q4 | $3.93M | Buy |
96,064
+33,747
| +54% | +$1.38M | ﹤0.01% | 401 |
|
|
2024
Q3 | $2.59M | Buy |
62,317
+50,099
| +410% | +$2.08M | ﹤0.01% | 398 |
|
|
2024
Q2 | $480K | Buy |
12,218
+8,018
| +191% | +$315K | ﹤0.01% | 574 |
|
|
2024
Q1 | $172K | Sell |
4,200
-783
| -16% | -$32K | ﹤0.01% | 485 |
|
|
2023
Q4 | $185K | Buy |
4,983
+1,539
| +45% | +$57.3K | ﹤0.01% | 333 |
|
|
2023
Q3 | $117K | Hold |
3,444
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $119K | Buy |
+3,444
| New | +$119K | ﹤0.01% | 296 |
|