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
2026 Q1	$225K	Hold	4,500	–	–	0.18%	51
2025 Q4	$216K	Hold	4,500	–	–	0.16%	57
2025 Q3	$201K	Sell	4,500 -1,650	-27%	-$71.9K	0.15%	62
2025 Q2	$261K	Hold	6,150	–	–	0.22%	41
2025 Q1	$242K	Sell	6,150 -5,000	-45%	-$210K	0.19%	37
2024 Q4	$456K	Buy	11,150 +500	+5%	+$21.2K	0.31%	26
2024 Q3	$447K	Buy	10,650 +2,865	+37%	+$116K	0.35%	24
2024 Q2	$311K	Sell	7,785 -12,215	-61%	-$483K	0.25%	29
2024 Q1	$797K	Hold	20,000	–	–	0.69%	22
2023 Q4	$739K	Sell	20,000 -20,000	-50%	-$688K	0.68%	22
2023 Q3	$1.35M	Hold	40,000	–	–	1.47%	16
2023 Q2	$1.43M	Hold	40,000	–	–	1.49%	15
2023 Q1	$1.34M	Buy	+40,000	New	+$1.37M	1.68%	14