Lauterbach Financial Advisors’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 | $11.1M | Sell |
261,559
-793
| -0.3% | -$33.5K | 6.08% | 5 |
|
|
2025
Q1 | $10.8M | Sell |
262,352
-366
| -0.1% | -$15.1K | 6.74% | 4 |
|
|
2024
Q4 | $10.8M | Sell |
262,718
-5,938
| -2% | -$243K | 6.52% | 4 |
|
|
2024
Q3 | $11.2M | Buy |
268,656
+1,720
| +0.6% | +$71.7K | 6.81% | 4 |
|
|
2024
Q2 | $10.5M | Buy |
266,936
+6,196
| +2% | +$244K | 6.94% | 4 |
|
|
2024
Q1 | $10.7M | Sell |
260,740
-35,719
| -12% | -$1.46M | 7% | 4 |
|
|
2023
Q4 | $11M | Buy |
296,459
+376
| +0.1% | +$14K | 7.69% | 4 |
|
|
2023
Q3 | $10.1M | Sell |
296,083
-511
| -0.2% | -$17.4K | 7.91% | 4 |
|
|
2023
Q2 | $10.2M | Sell |
296,594
-863
| -0.3% | -$29.8K | 7.82% | 4 |
|
|
2023
Q1 | $9.96M | Buy |
297,457
+779
| +0.3% | +$26.1K | 8.05% | 4 |
|
|
2022
Q4 | $9.93M | Buy |
296,678
+2,502
| +0.9% | +$83.8K | 8.85% | 3 |
|
|
2022
Q3 | $8.71M | Sell |
294,176
-4,373
| -1% | -$129K | 8.87% | 4 |
|
|
2022
Q2 | $9.43M | Buy |
+298,549
| New | +$9.43M | 8.96% | 4 |
|