Liberty Wealth 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 | $452K | Sell |
10,702
-8,715
| -45% | -$368K | 0.07% | 136 |
|
|
2025
Q1 | $800K | Buy |
19,417
+6,593
| +51% | +$272K | 0.15% | 69 |
|
|
2024
Q4 | $525K | Buy |
12,824
+440
| +4% | +$18K | 0.09% | 113 |
|
|
2024
Q3 | $516K | Sell |
12,384
-3,916
| -24% | -$163K | 0.09% | 115 |
|
|
2024
Q2 | $640K | Sell |
16,300
-11,650
| -42% | -$457K | 0.12% | 99 |
|
|
2024
Q1 | $1.14M | Buy |
27,950
+3,659
| +15% | +$150K | 0.22% | 66 |
|
|
2023
Q4 | $904K | Buy |
24,291
+594
| +3% | +$22.1K | 0.19% | 70 |
|
|
2023
Q3 | $806K | Buy |
23,697
+252
| +1% | +$8.57K | 0.2% | 64 |
|
|
2023
Q2 | $809K | Buy |
23,445
+5,267
| +29% | +$182K | 0.2% | 63 |
|
|
2023
Q1 | $609K | Buy |
+18,178
| New | +$609K | 0.13% | 105 |
|
|
2022
Q3 | $23.5M | Buy |
795,058
+715,429
| +898% | +$21.2M | 6.28% | 4 |
|
|
2022
Q2 | $2.52M | Buy |
+79,629
| New | +$2.52M | 1.02% | 20 |
|