Lockerman Financial Group’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 | $272K | Hold |
6,433
| – | – | 0.37% | 97 |
|
|
2025
Q1 | $265K | Hold |
6,433
| – | – | 0.4% | 86 |
|
|
2024
Q4 | $263K | Hold |
6,433
| – | – | 0.45% | 80 |
|
|
2024
Q3 | $268K | Sell |
6,433
-387
| -6% | -$16.1K | 0.45% | 85 |
|
|
2024
Q2 | $268K | Hold |
6,820
| – | – | 0.49% | 73 |
|
|
2024
Q1 | $279K | Hold |
6,820
| – | – | 0.53% | 65 |
|
|
2023
Q4 | $254K | Hold |
6,820
| – | – | 0.59% | 63 |
|
|
2023
Q3 | $232K | Hold |
6,820
| – | – | 0.62% | 62 |
|
|
2023
Q2 | $235K | Hold |
6,820
| – | – | 0.65% | 58 |
|
|
2023
Q1 | $228K | Hold |
6,820
| – | – | 0.63% | 63 |
|
|
2022
Q4 | $228K | Hold |
6,820
| – | – | 0.67% | 60 |
|
|
2022
Q3 | $202K | Hold |
6,820
| – | – | 0.58% | 62 |
|
|
2022
Q2 | $216K | Buy |
+6,820
| New | +$216K | 0.69% | 54 |
|