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Kathleen S. Wright Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kathleen S. Wright Associates’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$311K Hold
7,348
– – 0.12% 93
2025
Q1 		$303K Hold
7,348
– – 0.13% 93
2024
Q4 		$301K Hold
7,348
– – 0.13% 93
2024
Q3 		$306K Hold
7,348
– – 0.13% 93
2024
Q2 		$289K Buy
+7,348
New +$289K 0.13% 96