Marcum Wealth’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
Q1 | $1.46M | Buy |
35,500
+124
| +0.4% | +$5.11K | 0.13% | 82 |
|
|
2024
Q4 | $1.45M | Buy |
35,376
+132
| +0.4% | +$5.4K | 0.13% | 83 |
|
|
2024
Q3 | $1.47M | Buy |
35,244
+130
| +0.4% | +$5.42K | 0.14% | 78 |
|
|
2024
Q2 | $1.38M | Buy |
35,114
+137
| +0.4% | +$5.38K | 0.14% | 81 |
|
|
2024
Q1 | $1.43M | Buy |
34,977
+110
| +0.3% | +$4.5K | 0.15% | 78 |
|
|
2023
Q4 | $1.3M | Buy |
34,867
+117
| +0.3% | +$4.36K | 0.14% | 80 |
|
|
2023
Q3 | $1.18M | Sell |
34,750
-82
| -0.2% | -$2.79K | 0.14% | 83 |
|
|
2023
Q2 | $1.2M | Buy |
34,832
+152
| +0.4% | +$5.24K | 0.14% | 80 |
|
|
2023
Q1 | $1.16M | Buy |
34,680
+137
| +0.4% | +$4.59K | 0.14% | 80 |
|
|
2022
Q4 | $1.16M | Sell |
34,543
-140
| -0.4% | -$4.69K | 0.15% | 74 |
|
|
2022
Q3 | $1.03M | Buy |
34,683
+33
| +0.1% | +$977 | 0.16% | 78 |
|
|
2022
Q2 | $1.1M | Buy |
+34,650
| New | +$1.1M | 0.16% | 81 |
|