LWM
LJI Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
38,012
+8,806
| +30% | +$372K | 0.28% | 41 |
|
|
2025
Q1 | $1.2M | Buy |
29,206
+11
| +0% | +$453 | 0.24% | 46 |
|
|
2024
Q4 | $1.19M | Sell |
29,195
-584
| -2% | -$23.9K | 0.24% | 47 |
|
|
2024
Q3 | $1.24M | Buy |
29,779
+3
| +0% | +$125 | 0.25% | 49 |
|
|
2024
Q2 | $1.17M | Buy |
29,776
+412
| +1% | +$16.2K | 0.26% | 47 |
|
|
2024
Q1 | $1.2M | Buy |
29,364
+1,409
| +5% | +$57.6K | 0.31% | 36 |
|
|
2023
Q4 | $1.04M | Buy |
27,955
+5,280
| +23% | +$197K | 0.27% | 43 |
|
|
2023
Q3 | $771K | Sell |
22,675
-602,560
| -96% | -$20.5M | 0.22% | 56 |
|
|
2023
Q2 | $780K | Buy |
625,235
+603,263
| +2,746% | +$752K | 0.23% | 50 |
|
|
2023
Q1 | $736K | Buy |
21,972
+9,185
| +72% | +$308K | 0.23% | 46 |
|
|
2022
Q4 | $428K | Buy |
+12,787
| New | +$428K | 0.15% | 77 |
|