NWM
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Navigoe Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Navigoe Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.3M Sell
314,338
-11,844
-4% -$501K 10.03% 2
2025
Q1 		$13.4M Buy
326,182
+4,181
+1% +$172K 11.64% 2
2024
Q4 		$13.2M Buy
+322,001
New +$13.2M 12.86% 2