Lauer Wealth’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 | $261K | Hold |
6,150
| – | – | 0.22% | 39 |
|
|
2025
Q1 | $242K | Sell |
6,150
-5,000
| -45% | -$197K | 0.19% | 37 |
|
|
2024
Q4 | $456K | Buy |
11,150
+500
| +5% | +$20.5K | 0.31% | 26 |
|
|
2024
Q3 | $447K | Buy |
10,650
+2,865
| +37% | +$120K | 0.34% | 23 |
|
|
2024
Q2 | $311K | Sell |
7,785
-12,215
| -61% | -$488K | 0.24% | 28 |
|
|
2024
Q1 | $797K | Hold |
20,000
| – | – | 0.69% | 22 |
|
|
2023
Q4 | $739K | Sell |
20,000
-20,000
| -50% | -$739K | 0.68% | 22 |
|
|
2023
Q3 | $1.35M | Hold |
40,000
| – | – | 1.46% | 16 |
|
|
2023
Q2 | $1.43M | Hold |
40,000
| – | – | 1.48% | 15 |
|
|
2023
Q1 | $1.34M | Buy |
+40,000
| New | +$1.34M | 1.68% | 14 |
|