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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$434K	Hold
2025 Q4	$418K	Hold
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