MRWM
ML&R Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $86.8M | Sell |
2,121,390
-119,986
| -5% | -$4.91M | 19.94% | 2 |
|
|
2023
Q4 | $83.4M | Buy |
2,241,376
+58,319
| +3% | +$2.17M | 18.89% | 2 |
|
|
2023
Q3 | $74.3M | Buy |
2,183,057
+39,020
| +2% | +$1.33M | 19.39% | 2 |
|
|
2023
Q2 | $74M | Sell |
2,144,037
-17,651
| -0.8% | -$609K | 16.31% | 2 |
|
|
2023
Q1 | $72.4M | Buy |
2,161,688
+108,386
| +5% | +$3.63M | 19.36% | 2 |
|
|
2022
Q4 | $68.7M | Buy |
2,053,302
+91,588
| +5% | +$3.07M | 20.55% | 2 |
|
|
2022
Q3 | $58.1M | Buy |
+1,961,714
| New | +$58.1M | 19.64% | 2 |
|