Monterey Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Monterey Private Wealth’s Portfolio DFUV Stock Details DFUV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$633K	Buy
2024 Q4	$627K	Sell
2024 Q3	$654K	Buy
2024 Q2	$614K	Buy
2024 Q1	$637K	Buy
2023 Q4	$579K	Buy
2023 Q3	$527K	Buy
2023 Q2	$533K	Buy
2023 Q1	$515K	Buy
2022 Q4	$513K	Buy
2022 Q3	$458K	Buy