Melfa Wealth Management’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	$3.02M	Sell	62,339 -596	-0.9%	-$29.2K	1.73%	12
2025 Q4	$2.93M	Buy	62,935 +32	+0.1%	+$1.45K	1.69%	10
2025 Q3	$2.81M	Sell	62,903 -165	-0.3%	-$7.19K	1.65%	12
2025 Q2	$2.67M	Sell	63,068 -594	-0.9%	-$23.9K	1.69%	12
2025 Q1	$2.62M	Sell	63,662 -258	-0.4%	-$10.8K	1.77%	11
2024 Q4	$2.62M	Sell	63,920 -10	-0%	-$424	1.75%	10
2024 Q3	$2.67M	Sell	63,930 -2,892	-4%	-$117K	1.76%	9
2024 Q2	$2.62M	Sell	66,822 -761	-1%	-$30.1K	1.83%	9
2024 Q1	$2.76M	Buy	67,583 +478	+0.7%	+$18.3K	2%	7
2023 Q4	$2.5M	Sell	67,105 -3,701	-5%	-$127K	2.35%	7
2023 Q3	$2.41M	Sell	70,806 -832	-1%	-$29.1K	2.62%	6
2023 Q2	$2.47M	Sell	71,638 -3,603	-5%	-$120K	2.51%	6
2023 Q1	$2.52M	Sell	75,241 -1,091	-1%	-$37.3K	2.52%	7
2022 Q4	$2.56M	Buy	+76,332	New	+$2.54M	2.67%	7