MBL 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
Q2 | $306K | Hold |
7,229
| – | – | 0.03% | 186 |
|
|
2025
Q1 | $298K | Hold |
7,229
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $296K | Hold |
7,229
| – | – | 0.03% | 175 |
|
|
2024
Q3 | $301K | Hold |
7,229
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $284K | Hold |
7,229
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $296K | Hold |
7,229
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $269K | Hold |
7,229
| – | – | 0.03% | 147 |
|
|
2023
Q3 | $246K | Hold |
7,229
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $249K | Hold |
7,229
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $242K | Hold |
7,229
| – | – | 0.04% | 137 |
|
|
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 | +$228K | 0.06% | 124 |
|