Lauer Wealth’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 | $201K | Sell |
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|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $797K | Hold |
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|
2023
Q4 | $739K | Sell |
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|
2023
Q3 | $1.35M | Hold |
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|
2023
Q2 | $1.43M | Hold |
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|
2023
Q1 | $1.34M | Buy |
|