LRI Investments’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 | $23.2M | Buy |
549,843
+19,733
| +4% | +$834K | 1.97% | 10 |
|
|
2025
Q1 | $21.8M | Buy |
530,110
+507,728
| +2,268% | +$20.9M | 2.11% | 9 |
|
|
2024
Q4 | $916K | Hold |
22,382
| – | – | 0.09% | 87 |
|
|
2024
Q3 | $968K | Buy |
22,382
+13,568
| +154% | +$587K | 0.09% | 87 |
|
|
2024
Q2 | $346K | Hold |
8,814
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $360K | Buy |
+8,814
| New | +$360K | 0.09% | 95 |
|