Monument Group Wealth Advisors’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
Q2
$408K Buy
2025
Q1
$398K Hold
2024
Q4
$395K Buy
2024
Q3
$402K Hold
2024
Q2
$379K Sell
2024
Q1
$400K Sell
2023
Q4
$367K Buy