Key Financial Inc’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 | $734K | Hold |
17,351
| – | – | 0.15% | 124 |
|
|
2025
Q1 | $715K | Hold |
17,351
| – | – | 0.16% | 121 |
|
|
2024
Q4 | $710K | Hold |
17,351
| – | – | 0.16% | 114 |
|
|
2024
Q3 | $723K | Hold |
17,351
| – | – | 0.16% | 113 |
|
|
2024
Q2 | $681K | Hold |
17,351
| – | – | 0.16% | 108 |
|
|
2024
Q1 | $710K | Hold |
17,351
| – | – | 0.18% | 100 |
|
|
2023
Q4 | $646K | Hold |
17,351
| – | – | 0.18% | 102 |
|
|
2023
Q3 | $590K | Hold |
17,351
| – | – | 0.2% | 95 |
|
|
2023
Q2 | $599K | Hold |
17,351
| – | – | 0.2% | 95 |
|
|
2023
Q1 | $581K | Hold |
17,351
| – | – | 0.21% | 91 |
|
|
2022
Q4 | $514K | Hold |
17,351
| – | – | 0.24% | 80 |
|
|
2022
Q3 | $514K | Hold |
17,351
| – | – | 0.24% | 80 |
|
|
2022
Q2 | $551K | Buy |
+17,351
| New | +$551K | 0.3% | 63 |
|