Marietta Wealth Management’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 | $912K | Sell |
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|
2025
Q2 | $887K | Sell |
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|
2025
Q1 | $901K | Sell |
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|
2024
Q4 | $959K | Hold |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $963K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $960K | Hold |
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|
2023
Q3 | $878K | Hold |
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|
2023
Q2 | $890K | Hold |
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|
2023
Q1 | $864K | Sell |
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|
2022
Q4 | $910K | Hold |
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|
2022
Q3 | $805K | Hold |
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|
2022
Q2 | $859K | Buy |
|