Key Financial Inc’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $776K | Hold |
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|
2025
Q2 | $734K | Hold |
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|
2025
Q1 | $715K | Hold |
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|
2024
Q4 | $710K | Hold |
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|
2024
Q3 | $723K | Hold |
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|
2024
Q2 | $681K | Hold |
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|
2024
Q1 | $710K | Hold |
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|
2023
Q4 | $646K | Hold |
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|
2023
Q3 | $590K | Hold |
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|
2023
Q2 | $599K | Hold |
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|
2023
Q1 | $581K | Hold |
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|
2022
Q4 | $514K | Hold |
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|
2022
Q3 | $514K | Hold |
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|
2022
Q2 | $551K | Buy |
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