MBM Wealth Consultants’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 | $904K | Hold |
21,375
| – | – | 0.24% | 57 |
|
|
2025
Q1 | $881K | Hold |
21,375
| – | – | 0.26% | 52 |
|
|
2024
Q4 | $873K | Hold |
21,375
| – | – | 0.26% | 53 |
|
|
2024
Q3 | $891K | Hold |
21,375
| – | – | 0.28% | 52 |
|
|
2024
Q2 | $834K | Hold |
21,375
| – | – | 0.28% | 52 |
|
|
2024
Q1 | $874K | Hold |
21,375
| – | – | 0.31% | 51 |
|
|
2023
Q4 | $805K | Hold |
21,375
| – | – | 0.3% | 52 |
|
|
2023
Q3 | $715K | Hold |
21,375
| – | – | 0.31% | 51 |
|
|
2023
Q2 | $749K | Hold |
21,375
| – | – | 0.32% | 47 |
|
|
2023
Q1 | $716K | Hold |
21,375
| – | – | 0.29% | 45 |
|
|
2022
Q4 | $713K | Hold |
21,375
| – | – | 0.33% | 35 |
|
|
2022
Q3 | $654K | Buy |
+21,375
| New | +$654K | 0.32% | 36 |
|