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M Wealth Management LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

M Wealth Management LLC’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Hold
26,642
– – 1.04% 17
2025
Q1 		$1.1M Sell
26,642
-3,210
-11% -$132K 1.02% 17
2024
Q4 		$1.22M Buy
+29,852
New +$1.22M 1.12% 15