Marietta Wealth Management’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 | $887K | Sell |
20,970
-900
| -4% | -$38.1K | 0.12% | 89 |
|
|
2025
Q1 | $901K | Sell |
21,870
-1,570
| -7% | -$64.7K | 0.13% | 88 |
|
|
2024
Q4 | $959K | Hold |
23,440
| – | – | 0.14% | 86 |
|
|
2024
Q3 | $977K | Sell |
23,440
-1,079
| -4% | -$45K | 0.14% | 87 |
|
|
2024
Q2 | $963K | Sell |
24,519
-887
| -3% | -$34.8K | 0.15% | 85 |
|
|
2024
Q1 | $1.04M | Sell |
25,406
-394
| -2% | -$16.1K | 0.17% | 84 |
|
|
2023
Q4 | $960K | Hold |
25,800
| – | – | 0.17% | 86 |
|
|
2023
Q3 | $878K | Hold |
25,800
| – | – | 0.17% | 86 |
|
|
2023
Q2 | $890K | Hold |
25,800
| – | – | 0.17% | 90 |
|
|
2023
Q1 | $864K | Sell |
25,800
-1,393
| -5% | -$46.6K | 0.18% | 89 |
|
|
2022
Q4 | $910K | Hold |
27,193
| – | – | 0.21% | 90 |
|
|
2022
Q3 | $805K | Hold |
27,193
| – | – | 0.2% | 86 |
|
|
2022
Q2 | $859K | Buy |
+27,193
| New | +$859K | 0.21% | 84 |
|