MBM Wealth Consultants’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
$955K Hold
2025
Q2
$904K Hold
2025
Q1
$881K Hold
2024
Q4
$873K Hold
2024
Q3
$891K Hold
2024
Q2
$834K Hold
2024
Q1
$874K Hold
2023
Q4
$805K Hold
2023
Q3
$715K Hold
2023
Q2
$749K Hold
2023
Q1
$716K Hold
2022
Q4
$713K Hold
2022
Q3
$654K Buy