Narus Financial Partners’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 | $717K | Buy |
16,970
+432
| +3% | +$18.3K | 0.22% | 70 |
|
|
2025
Q1 | $682K | Sell |
16,538
-299
| -2% | -$12.3K | 0.23% | 64 |
|
|
2024
Q4 | $689K | Buy |
16,837
+30
| +0.2% | +$1.23K | 0.23% | 64 |
|
|
2024
Q3 | $701K | Sell |
16,807
-365
| -2% | -$15.2K | 0.25% | 61 |
|
|
2024
Q2 | $674K | Buy |
17,172
+136
| +0.8% | +$5.34K | 0.27% | 62 |
|
|
2024
Q1 | $697K | Hold |
17,036
| – | – | 0.3% | 60 |
|
|
2023
Q4 | $634K | Sell |
17,036
-47
| -0.3% | -$1.75K | 0.31% | 60 |
|
|
2023
Q3 | $581K | Hold |
17,083
| – | – | 0.3% | 55 |
|
|
2023
Q2 | $589K | Sell |
17,083
-631
| -4% | -$21.8K | 0.3% | 55 |
|
|
2023
Q1 | $593K | Hold |
17,714
| – | – | 0.32% | 58 |
|
|
2022
Q4 | $593K | Buy |
17,714
+88
| +0.5% | +$2.95K | 0.34% | 51 |
|
|
2022
Q3 | $522K | Buy |
17,626
+2,025
| +13% | +$60K | 0.33% | 49 |
|
|
2022
Q2 | $493K | Buy |
+15,601
| New | +$493K | 0.31% | 55 |
|