MBL Wealth’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
2026 Q1	$539K	Hold	11,131	–	–	0.04%	185
2025 Q4	$519K	Buy	11,131 +3,902	+54%	+$177K	0.04%	177
2025 Q3	$323K	Hold	7,229	–	–	0.03%	192
2025 Q2	$306K	Hold	7,229	–	–	0.03%	187
2025 Q1	$298K	Hold	7,229	–	–	0.03%	177
2024 Q4	$296K	Hold	7,229	–	–	0.03%	176
2024 Q3	$301K	Hold	7,229	–	–	0.03%	165
2024 Q2	$284K	Hold	7,229	–	–	0.03%	167
2024 Q1	$296K	Hold	7,229	–	–	0.03%	154
2023 Q4	$269K	Hold	7,229	–	–	0.03%	148
2023 Q3	$246K	Hold	7,229	–	–	0.03%	150
2023 Q2	$249K	Hold	7,229	–	–	0.04%	148
2023 Q1	$242K	Hold	7,229	–	–	0.04%	138
2022 Q4	$242K	Hold	7,229	–	–	0.05%	141
2022 Q3	$214K	Hold	7,229	–	–	0.05%	146
2022 Q2	$228K	Buy	+7,229	New	+$241K	0.06%	124