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
2026 Q1	$1.04M	Hold	21,375	–	–	0.24%	55
2025 Q4	$996K	Hold	21,375	–	–	0.24%	53
2025 Q3	$955K	Hold	21,375	–	–	0.24%	53
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	+$695K	0.32%	36