Montz Harcus 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
$338K Buy
7,985
+38
+0.5% +$1.61K 0.16% 55
2025
Q1
$328K Buy
+7,947
New +$328K 0.18% 51