Meritas 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 | $24.9M | Sell |
589,224
-10,154
| -2% | -$429K | 13.69% | 1 |
|
|
2025
Q1 | $24.7M | Sell |
599,378
-11,729
| -2% | -$483K | 14.49% | 1 |
|
|
2024
Q4 | $25M | Sell |
611,107
-19,569
| -3% | -$801K | 15.04% | 1 |
|
|
2024
Q3 | $26.3M | Buy |
630,676
+4,633
| +0.7% | +$193K | 16.27% | 1 |
|
|
2024
Q2 | $24.6M | Sell |
626,043
-18,409
| -3% | -$723K | 17.34% | 1 |
|
|
2024
Q1 | $26.4M | Sell |
644,452
-7,709
| -1% | -$315K | 18.35% | 1 |
|
|
2023
Q4 | $24.3M | Sell |
652,161
-217,096
| -25% | -$8.08M | 18.2% | 2 |
|
|
2023
Q3 | $29.6M | Sell |
869,257
-5,415
| -0.6% | -$184K | 22.66% | 1 |
|
|
2023
Q2 | $30.2M | Buy |
874,672
+7,346
| +0.8% | +$253K | 22.66% | 1 |
|
|
2023
Q1 | $29M | Buy |
867,326
+4,424
| +0.5% | +$148K | 22.84% | 1 |
|
|
2022
Q4 | $28.9M | Buy |
+862,902
| New | +$28.9M | 23.86% | 1 |
|