Leeward Financial Partners’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 | $356K | Buy |
8,430
+1,625
| +24% | +$68.7K | 0.11% | 71 |
|
|
2025
Q1 | $280K | Hold |
6,805
| – | – | 0.1% | 70 |
|
|
2024
Q4 | $278K | Hold |
6,805
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $284K | Hold |
6,805
| – | – | 0.11% | 75 |
|
|
2024
Q2 | $267K | Hold |
6,805
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $278K | Hold |
6,805
| – | – | 0.12% | 76 |
|
|
2023
Q4 | $253K | Buy |
+6,805
| New | +$253K | 0.12% | 76 |
|