Larson Financial Group’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 | $14.1M | Sell |
333,026
-10,579
| -3% | -$447K | 0.56% | 37 |
|
|
2025
Q1 | $14.2M | Sell |
343,605
-5,397
| -2% | -$222K | 0.67% | 35 |
|
|
2024
Q4 | $14.3M | Sell |
349,002
-4,998
| -1% | -$205K | 0.74% | 25 |
|
|
2024
Q3 | $14.8M | Sell |
354,000
-7,504
| -2% | -$313K | 0.84% | 24 |
|
|
2024
Q2 | $14.2M | Sell |
361,504
-11,634
| -3% | -$457K | 0.97% | 22 |
|
|
2024
Q1 | $15.3M | Sell |
373,138
-12,570
| -3% | -$514K | 1.18% | 19 |
|
|
2023
Q4 | $14.4M | Sell |
385,708
-5,429
| -1% | -$202K | 1.25% | 21 |
|
|
2023
Q3 | $13.3M | Sell |
391,137
-268
| -0.1% | -$9.12K | 1.31% | 17 |
|
|
2023
Q2 | $13.5M | Sell |
391,405
-632
| -0.2% | -$21.8K | 1.35% | 19 |
|
|
2023
Q1 | $13.1M | Buy |
392,037
+236
| +0.1% | +$7.9K | 1.43% | 17 |
|
|
2022
Q4 | $13.1M | Sell |
391,801
-75,527
| -16% | -$2.53M | 1.57% | 14 |
|
|
2022
Q3 | $13.8M | Sell |
467,328
-3,474
| -0.7% | -$103K | 1.97% | 11 |
|
|
2022
Q2 | $14.9M | Buy |
+470,802
| New | +$14.9M | 2.57% | 11 |
|