Leavell Investment Management’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 | $228K | Sell |
5,384
-734
| -12% | -$31K | 0.01% | 544 |
|
|
2025
Q1 | $252K | Hold |
6,118
| – | – | 0.01% | 490 |
|
|
2024
Q4 | $250K | Hold |
6,118
| – | – | 0.01% | 490 |
|
|
2024
Q3 | $255K | Hold |
6,118
| – | – | 0.01% | 490 |
|
|
2024
Q2 | $240K | Sell |
6,118
-641
| -9% | -$25.1K | 0.01% | 467 |
|
|
2024
Q1 | $276K | Hold |
6,759
| – | – | 0.02% | 432 |
|
|
2023
Q4 | $252K | Hold |
6,759
| – | – | 0.02% | 429 |
|
|
2023
Q3 | $230K | Hold |
6,759
| – | – | 0.02% | 431 |
|
|
2023
Q2 | $233K | Sell |
6,759
-747
| -10% | -$25.8K | 0.02% | 433 |
|
|
2023
Q1 | $251K | Hold |
7,506
| – | – | 0.02% | 408 |
|
|
2022
Q4 | $251K | Hold |
7,506
| – | – | 0.02% | 397 |
|
|
2022
Q3 | $222K | Hold |
7,506
| – | – | 0.02% | 408 |
|
|
2022
Q2 | $237K | Buy |
+7,506
| New | +$237K | 0.02% | 399 |
|