Live Oak Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Live Oak Private Wealth’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$401K	Hold
2025 Q2	$379K	Hold
2025 Q1	$369K	Hold
2024 Q4	$367K	Sell
2024 Q3	$397K	Hold
2024 Q2	$374K	Hold
2024 Q1	$390K	Buy
2023 Q4	$286K	Buy