MWPCG
Measured Wealth Private Client Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
27,552
-1,525
| -5% | -$64.5K | 0.35% | 39 |
|
|
2025
Q1 | $1.2M | Sell |
29,077
-405
| -1% | -$16.7K | 0.38% | 36 |
|
|
2024
Q4 | $1.21M | Sell |
29,482
-806
| -3% | -$33K | 0.39% | 34 |
|
|
2024
Q3 | $1.26M | Sell |
30,288
-33
| -0.1% | -$1.38K | 0.42% | 33 |
|
|
2024
Q2 | $1.19M | Sell |
30,321
-3,931
| -11% | -$154K | 0.42% | 32 |
|
|
2024
Q1 | $1.4M | Sell |
34,252
-517
| -1% | -$21.1K | 0.49% | 24 |
|
|
2023
Q4 | $1.29M | Sell |
34,769
-299
| -0.9% | -$11.1K | 0.48% | 26 |
|
|
2023
Q3 | $1.19M | Sell |
35,068
-325
| -0.9% | -$11.1K | 0.48% | 28 |
|
|
2023
Q2 | $1.22M | Hold |
35,393
| – | – | 0.46% | 28 |
|
|
2023
Q1 | $1.18M | Sell |
35,393
-1,998
| -5% | -$66.9K | 0.46% | 32 |
|
|
2022
Q4 | $1.25M | Sell |
37,391
-330
| -0.9% | -$11K | 0.52% | 28 |
|
|
2022
Q3 | $1.12M | Hold |
37,721
| – | – | 0.49% | 28 |
|
|
2022
Q2 | $1.19M | Buy |
+37,721
| New | +$1.19M | 0.53% | 27 |
|