Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $482K | Buy |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $640K | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $904K | Buy |
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|
2023
Q3 | $806K | Buy |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $609K | Buy |
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|
2022
Q3 | $23.5M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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