Lutz Financial Services’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 | $5.53M | Sell |
130,688
-2,003
| -2% | -$84.7K | 0.43% | 41 |
|
|
2025
Q1 | $5.47M | Sell |
132,691
-4,464
| -3% | -$184K | 0.45% | 40 |
|
|
2024
Q4 | $5.61M | Sell |
137,155
-322
| -0.2% | -$13.2K | 0.45% | 39 |
|
|
2024
Q3 | $5.73M | Sell |
137,477
-312
| -0.2% | -$13K | 0.47% | 38 |
|
|
2024
Q2 | $5.41M | Sell |
137,789
-5,292
| -4% | -$208K | 0.47% | 39 |
|
|
2024
Q1 | $5.85M | Sell |
143,081
-518
| -0.4% | -$21.2K | 0.51% | 37 |
|
|
2023
Q4 | $5.34M | Sell |
143,599
-3,009
| -2% | -$112K | 0.5% | 39 |
|
|
2023
Q3 | $4.99M | Sell |
146,608
-2,148
| -1% | -$73.1K | 0.54% | 40 |
|
|
2023
Q2 | $5.13M | Sell |
148,756
-6,833
| -4% | -$236K | 0.55% | 38 |
|
|
2023
Q1 | $5.21M | Sell |
155,589
-2,360
| -1% | -$79K | 0.59% | 37 |
|
|
2022
Q4 | $5.29M | Sell |
157,949
-4,164
| -3% | -$139K | 0.65% | 37 |
|
|
2022
Q3 | $4.8M | Sell |
162,113
-3,466
| -2% | -$103K | 0.66% | 36 |
|
|
2022
Q2 | $5.23M | Buy |
+165,579
| New | +$5.23M | 0.69% | 36 |
|