Melfa Wealth Management’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 | $2.67M | Sell |
63,068
-594
| -0.9% | -$25.1K | 1.69% | 12 |
|
|
2025
Q1 | $2.62M | Sell |
63,662
-258
| -0.4% | -$10.6K | 1.77% | 11 |
|
|
2024
Q4 | $2.62M | Sell |
63,920
-10
| -0% | -$409 | 1.75% | 10 |
|
|
2024
Q3 | $2.67M | Sell |
63,930
-2,892
| -4% | -$121K | 1.76% | 9 |
|
|
2024
Q2 | $2.62M | Sell |
66,822
-761
| -1% | -$29.9K | 1.83% | 9 |
|
|
2024
Q1 | $2.76M | Buy |
67,583
+478
| +0.7% | +$19.6K | 2% | 7 |
|
|
2023
Q4 | $2.5M | Sell |
67,105
-3,701
| -5% | -$138K | 2.35% | 7 |
|
|
2023
Q3 | $2.41M | Sell |
70,806
-832
| -1% | -$28.3K | 2.62% | 6 |
|
|
2023
Q2 | $2.47M | Sell |
71,638
-3,603
| -5% | -$124K | 2.51% | 6 |
|
|
2023
Q1 | $2.52M | Sell |
75,241
-1,091
| -1% | -$36.5K | 2.52% | 7 |
|
|
2022
Q4 | $2.56M | Buy |
+76,332
| New | +$2.56M | 2.67% | 7 |
|