Live Oak Private Wealth’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 | $379K | Hold |
8,962
| – | – | 0.06% | 140 |
|
|
2025
Q1 | $369K | Hold |
8,962
| – | – | 0.06% | 139 |
|
|
2024
Q4 | $367K | Sell |
8,962
-569
| -6% | -$23.3K | 0.06% | 137 |
|
|
2024
Q3 | $397K | Hold |
9,531
| – | – | 0.06% | 127 |
|
|
2024
Q2 | $374K | Hold |
9,531
| – | – | 0.06% | 128 |
|
|
2024
Q1 | $390K | Buy |
9,531
+1,848
| +24% | +$75.6K | 0.07% | 123 |
|
|
2023
Q4 | $286K | Buy |
+7,683
| New | +$286K | 0.05% | 134 |
|