Mowery & Schoenfeld 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
2024 Q4	–	Sell	-7,992	Closed	-$333K	–	495
2024 Q3	$333K	Hold	7,992	–	–	0.53%	29
2024 Q2	$314K	Buy	7,992 +3,902	+95%	+$153K	0.45%	30
2024 Q1	$167K	Sell	4,090 -1,568	-28%	-$64.1K	0.32%	34
2023 Q4	$211K	Buy	+5,658	New	+$211K	0.43%	35