Lutz Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.72M | Sell |
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|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $5.47M | Sell |
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|
2024
Q4 | $5.61M | Sell |
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|
2024
Q3 | $5.73M | Sell |
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|
2024
Q2 | $5.41M | Sell |
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|
2024
Q1 | $5.85M | Sell |
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|
2023
Q4 | $5.34M | Sell |
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|
2023
Q3 | $4.99M | Sell |
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|
2023
Q2 | $5.13M | Sell |
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|
2023
Q1 | $5.21M | Sell |
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|
2022
Q4 | $5.29M | Sell |
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|
2022
Q3 | $4.8M | Sell |
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|
2022
Q2 | $5.23M | Buy |
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