Leo Wealth LLC’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 | $620K | Buy |
14,652
+68
| +0.5% | +$2.88K | 0.05% | 211 |
|
|
2025
Q1 | $601K | Buy |
14,584
+58
| +0.4% | +$2.39K | 0.09% | 160 |
|
|
2024
Q4 | $594K | Sell |
14,526
-836
| -5% | -$34.2K | 0.05% | 211 |
|
|
2024
Q3 | $640K | Buy |
15,362
+65
| +0.4% | +$2.71K | 0.06% | 195 |
|
|
2024
Q2 | $601K | Buy |
15,297
+69
| +0.5% | +$2.71K | 0.06% | 200 |
|
|
2024
Q1 | $623K | Buy |
15,228
+55
| +0.4% | +$2.25K | 0.06% | 193 |
|
|
2023
Q4 | $565K | Buy |
+15,173
| New | +$565K | 0.06% | 193 |
|