Lantz Financial’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
$239K Sell
5,656
-1,750
-24% -$74K 0.06% 210
2025
Q1
$305K Hold
7,406
0.08% 173
2024
Q4
$303K Hold
7,406
0.08% 178
2024
Q3
$309K Buy
+7,406
New +$309K 0.08% 182