Newton One Investments’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
Q3 | $375K | Buy |
|
|||||
|
2025
Q2 | $353K | Buy |
|
|||||
|
2025
Q1 | $343K | Buy |
|
|||||
|
2024
Q4 | $339K | Buy |
|
|||||
|
2024
Q3 | $330K | Buy |
|
|||||
|
2024
Q2 | $309K | Sell |
|
|||||
|
2024
Q1 | $335K | Sell |
|
|||||
|
2023
Q4 | $316K | Buy |
|
|||||
|
2023
Q3 | $288K | Hold |
|
|||||
|
2023
Q2 | $292K | Hold |
|
|||||
|
2023
Q1 | $283K | Sell |
|
|||||
|
2022
Q4 | $321K | Hold |
|
|||||
|
2022
Q3 | $284K | Hold |
|
|||||
|
2022
Q2 | $303K | Buy |
|