Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.8M | Buy |
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|
2025
Q2 | $25M | Buy |
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|
2025
Q1 | $24.2M | Buy |
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|
2024
Q4 | $23.2M | Buy |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $916K | Hold |
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|
2023
Q2 | $929K | Sell |
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|
2023
Q1 | $937K | Sell |
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|
2022
Q4 | $943K | Sell |
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|
2022
Q3 | $894K | Sell |
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|
2022
Q2 | $963K | Buy |
|